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 | $125,107 | $57,354+118.1% | $83,848+49.2% | $64,186+94.9% |
| Participation rate | 62.5% | 68.6%-6.1pp | 76.1%-13.6pp | 69.6%-7.1pp |
| Annual return | -7.12% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,818 | $2,993+27.6% | $4,082-6.5% | $3,470+10.0% |
| Admin fee / account holder | $5,096 | $4,046+26.0% | $5,478-7.0% | $4,888+4.3% |