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 | $55,388 | $71,829-22.9% | $69,780-20.6% | $142,382-61.1% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.3%-12.6pp | 80.1%-13.5pp |
| Annual return | 16.79% | 31.01%-14.2pp | 26.31%-9.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $4,168-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,717 | $6,819-1.5% | $6,164+9.0% | $6,507+3.2% |
| Admin fee / account holder | $2,268 | $7,818-71.0% | $7,285-68.9% | $12,624-82.0% |