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 | $58,059 | $80,753-28.1% | $136,294-57.4% | $62,292-6.8% |
| Participation rate | 64.8% | 73.5%-8.8pp | 81.9%-17.2pp | 69.5%-4.8pp |
| Annual return | 22.43% | 35.83%-13.4pp | 5155.94%-5133.5pp | 28.90%-6.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,628 | $5,164+9.0% | $6,247-9.9% | $3,169+77.6% |
| Admin fee / account holder | $742 | $525+41.3% | $9,243-92.0% | $479+54.9% |