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 | $66,673 | $67,606-1.4% | $82,313-19.0% | $70,131-4.9% |
| Participation rate | 62.2% | 72.8%-10.6pp | 76.9%-14.7pp | 69.5%-7.3pp |
| Annual return | 13.86% | 21.57%-7.7pp | 25.88%-12.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,481 | $2,987-16.9% | $3,706-33.0% | $3,332-25.5% |
| Admin fee / account holder | $8,706 | $4,512+92.9% | $5,608+55.2% | $4,645+87.4% |