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 | $53,825 | $54,541-1.3% | $78,778-31.7% | $70,131-23.3% |
| Participation rate | 42.0% | 60.8%-18.8pp | 69.2%-27.2pp | 69.5%-27.5pp |
| Annual return | 13.96% | 21.07%-7.1pp | 35.62%-21.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,928 | $2,210+77.7% | $2,958+32.8% | $3,332+17.9% |
| Admin fee / account holder | $11,999 | $3,709+223.6% | $5,134+133.7% | $4,645+158.3% |