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 | $124,787 | $87,540+42.5% | $75,781+64.7% | $125,391-0.5% |
| Participation rate | 25.0% | 80.2%-55.2pp | 75.8%-50.8pp | 83.2%-58.2pp |
| Annual return | -2.82% | 13.48%-16.3pp | 9.68%-12.5pp | 282.22%-285.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,110 | $4,229-73.7% | $3,651-69.6% | $5,352-79.3% |
| Admin fee / account holder | $1,796 | $6,502-72.4% | $5,299-66.1% | $9,540-81.2% |