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 | $94,426 | $78,422+20.4% | $95,952-1.6% | $79,858+18.2% |
| Participation rate | 48.8% | 73.5%-24.6pp | 77.1%-28.2pp | 69.6%-20.8pp |
| Annual return | 15.22% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,183 | $3,440-7.5% | $4,167-23.6% | $3,740-14.9% |
| Admin fee / account holder | $3,269 | $5,622-41.8% | $6,795-51.9% | $5,306-38.4% |