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 | $99,723 | $84,233+18.4% | $170,442-41.5% | $70,131+42.2% |
| Participation rate | 54.0% | 70.8%-16.8pp | 83.6%-29.6pp | 69.5%-15.5pp |
| Annual return | 18.07% | 23.06%-5.0pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,347 | $3,086+73.3% | $4,939+8.2% | $3,332+60.5% |
| Admin fee / account holder | $18,302 | $5,698+221.2% | $13,880+31.9% | $4,645+294.0% |