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 | $106,212 | $109,881-3.3% | $150,045-29.2% | $84,808+25.2% |
| Participation rate | 29.6% | 76.1%-46.5pp | 82.3%-52.7pp | 68.3%-38.7pp |
| Annual return | 22.42% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,770 | $6,636-28.1% | $7,997-40.4% | $4,212+13.3% |
| Admin fee / account holder | $10,348 | $8,568+20.8% | $13,435-23.0% | $7,344+40.9% |