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 | $100,532 | $70,428+42.7% | $96,562+4.1% | $85,850+17.1% |
| Participation rate | 29.4% | 61.8%-32.4pp | 69.8%-40.4pp | 69.3%-39.9pp |
| Annual return | 18.73% | 18.59%+0.1pp | 37.78%-19.1pp | 318.53%-299.8pp |
| Employer contribution / active EE | $147 | $1,413-89.6% | $2,356-93.8% | $2,565-94.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,628 | $4,997-67.4% | $6,181-73.7% | $6,260-74.0% |