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 | $140,877 | $107,452+31.1% | $91,541+53.9% | $142,382-1.1% |
| Participation rate | 45.0% | 75.1%-30.1pp | 69.8%-24.8pp | 80.1%-35.1pp |
| Annual return | 15.50% | 22.06%-6.6pp | 20.50%-5.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,377 | $4,754+97.2% | $4,008+134.0% | $6,507+44.1% |
| Admin fee / account holder | $10,785 | $8,834+22.1% | $6,956+55.0% | $12,624-14.6% |