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 | $113,858 | $103,376+10.1% | $87,100+30.7% | $152,861-25.5% |
| Participation rate | 45.8% | 79.3%-33.5pp | 76.9%-31.0pp | 82.4%-36.6pp |
| Annual return | 28.28% | 28.10%+0.2pp | 28.19%+0.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,577 | $4,778-25.1% | $4,049-11.7% | $5,850-38.9% |
| Admin fee / account holder | $5,863 | $12,205-52.0% | $7,497-21.8% | $11,596-49.4% |