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 | $59,654 | $72,404-17.6% | $110,238-45.9% | $64,186-7.1% |
| Participation rate | 69.8% | 73.3%-3.6pp | 79.8%-10.1pp | 69.6%+0.2pp |
| Annual return | 11.76% | -6.29%+18.1pp | 314.74%-303.0pp | 7.63%+4.1pp |
| Employer contribution / active EE | $432 | $2,282-81.1% | $3,826-88.7% | $2,381-81.9% |
| Participant deferral / active EE | $2,371 | $3,469-31.7% | $4,672-49.3% | $3,470-31.7% |
| Admin fee / account holder | $4,692 | $5,664-17.2% | $8,547-45.1% | $4,888-4.0% |