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 | $73,660 | $60,349+22.1% | $74,183-0.7% | $62,891+17.1% |
| Participation rate | 40.0% | 72.7%-32.7pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | 6.15% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,459 | $2,856-48.9% | $3,550-58.9% | $3,203-54.5% |
| Admin fee / account holder | $1,317 | $4,261-69.1% | $5,586-76.4% | $4,296-69.3% |