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 | $92,663 | $57,016+62.5% | $84,966+9.1% | $80,856+14.6% |
| Participation rate | 4.2% | 56.3%-52.2pp | 67.5%-63.3pp | 67.6%-63.5pp |
| Annual return | 11.19% | 21.66%-10.5pp | 66.38%-55.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,487 | $3,110-52.2% | $4,519-67.1% | $4,296-65.4% |
| Admin fee / account holder | $2,226 | $4,980-55.3% | $6,149-63.8% | $6,918-67.8% |