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 | $76,084 | $102,966-26.1% | $90,281-15.7% | $152,861-50.2% |
| Participation rate | 65.0% | 75.9%-10.9pp | 73.3%-8.3pp | 82.4%-17.4pp |
| Annual return | 17.14% | 95.16%-78.0pp | 78.10%-61.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,303 | $4,281-22.9% | $3,885-15.0% | $5,850-43.5% |
| Admin fee / account holder | $652 | $6,171-89.4% | $5,351-87.8% | $11,596-94.4% |