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 | $46,847 | $42,383+10.5% | $76,523-38.8% | $64,186-27.0% |
| Participation rate | 64.7% | 58.1%+6.6pp | 68.0%-3.3pp | 69.6%-4.9pp |
| Annual return | 14.42% | -16.54%+31.0pp | -0.27%+14.7pp | 7.63%+6.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,086 | $2,566+293.0% | $3,835+163.0% | $3,470+190.7% |
| Admin fee / account holder | $10,378 | $3,198+224.5% | $4,848+114.0% | $4,888+112.3% |