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 | $52,366 | $56,053-6.6% | $75,972-31.1% | $80,856-35.2% |
| Participation rate | 37.0% | 62.0%-25.0pp | 69.1%-32.1pp | 67.6%-30.7pp |
| Annual return | 12.12% | 20.53%-8.4pp | 359.55%-347.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,328 | $3,052+9.1% | $4,255-21.8% | $4,296-22.5% |
| Admin fee / account holder | $6,435 | $5,234+23.0% | $6,467-0.5% | $6,918-7.0% |