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 | $49,781 | $106,355-53.2% | $237,244-79.0% | $116,875-57.4% |
| Participation rate | 66.7% | 71.9%-5.2pp | 80.3%-13.6pp | 74.5%-7.9pp |
| Annual return | 13.91% | 17.03%-3.1pp | 4131.29%-4117.4pp | 16.29%-2.4pp |
| Employer contribution / active EE | $0 | $1,595-100.0% | $4,351-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $2,464 | $3,396-27.4% | $4,056-39.3% | $3,885-36.6% |
| Admin fee / account holder | $3,583 | $11,423-68.6% | $18,030-80.1% | $12,263-70.8% |