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 | $88,248 | $154,117-42.7% | $129,995-32.1% | $139,434-36.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 22.16% | 32.48%-10.3pp | -137.18%+159.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $985 | $5,289-81.4% | $4,320-77.2% | $4,751-79.3% |
| Participant deferral / active EE | $3,183 | $6,710-52.6% | $5,820-45.3% | $6,710-52.6% |
| Admin fee / account holder | $2,490 | $14,007-82.2% | $10,614-76.5% | $11,403-78.2% |