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 | $119,972 | $64,839+85.0% | $95,585+25.5% | $84,808+41.5% |
| Participation rate | 27.3% | 63.8%-36.5pp | 72.1%-44.8pp | 68.3%-41.0pp |
| Annual return | 19.06% | -670.96%+690.0pp | 38.56%-19.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $138 | $1,759-92.1% | $2,527-94.5% | $2,631-94.8% |
| Participant deferral / active EE | $1,265 | $2,965-57.3% | $4,023-68.5% | $4,212-70.0% |
| Admin fee / account holder | $2,686 | $5,964-55.0% | $6,127-56.2% | $7,344-63.4% |