See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,293 | $48,795-27.7% | $65,493-46.1% | $84,808-58.4% |
| Participation rate | 47.3% | 67.0%-19.7pp | 73.1%-25.8pp | 68.3%-21.0pp |
| Annual return | 16.48% | 20.20%-3.7pp | 982.45%-966.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $273 | $1,930-85.9% | $2,574-89.4% | $2,631-89.6% |
| Participant deferral / active EE | $2,401 | $2,928-18.0% | $3,961-39.4% | $4,212-43.0% |
| Admin fee / account holder | $1,645 | $3,877-57.6% | $5,028-67.3% | $7,344-77.6% |