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 | $118,281 | $88,083+34.3% | $164,813-28.2% | $74,495+58.8% |
| Participation rate | 22.7% | 73.0%-50.3pp | 78.6%-55.9pp | 67.2%-44.5pp |
| Annual return | 12.11% | 17.26%-5.1pp | 69.93%-57.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $613 | $2,593-76.3% | $4,341-85.9% | $2,623-76.6% |
| Participant deferral / active EE | $3,207 | $4,498-28.7% | $6,031-46.8% | $4,346-26.2% |
| Admin fee / account holder | $17,038 | $2,234+662.8% | $12,690+34.3% | $1,942+777.5% |