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 | $139,215 | $91,538+52.1% | $129,995+7.1% | $75,163+85.2% |
| Participation rate | 35.1% | 71.4%-36.3pp | 78.5%-43.4pp | 67.2%-32.1pp |
| Annual return | 16.11% | -631.11%+647.2pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,900 | $4,341-33.2% | $5,820-50.2% | $4,125-29.7% |
| Admin fee / account holder | $25,530 | $6,790+276.0% | $10,614+140.5% | $5,651+351.8% |