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 | $136,573 | $103,376+32.1% | $87,100+56.8% | $152,861-10.7% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.9%-13.7pp | 82.4%-19.3pp |
| Annual return | 13.88% | 28.10%-14.2pp | 28.19%-14.3pp | 345.32%-331.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,251 | $4,778-11.0% | $4,049+5.0% | $5,850-27.3% |
| Admin fee / account holder | $3,043 | $12,205-75.1% | $7,497-59.4% | $11,596-73.8% |