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 7-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 | $37,105 | $93,571-60.3% | $135,903-72.7% | $75,163-50.6% |
| Participation rate | 58.6% | 75.2%-16.6pp | 81.9%-23.3pp | 67.2%-8.6pp |
| Annual return | 22.34% | 30.90%-8.6pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,216 | $6,404+12.7% | $7,758-7.0% | $4,125+74.9% |
| Admin fee / account holder | $5,069 | $6,975-27.3% | $10,762-52.9% | $5,651-10.3% |