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 | $76,830 | $80,753-4.9% | $136,294-43.6% | $62,292+23.3% |
| Participation rate | 17.1% | 73.5%-56.4pp | 81.9%-64.8pp | 69.5%-52.4pp |
| Annual return | 21.02% | 35.83%-14.8pp | 5155.94%-5134.9pp | 28.90%-7.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,702 | $5,164-47.7% | $6,247-56.7% | $3,169-14.7% |
| Admin fee / account holder | $1,441 | $525+174.3% | $9,243-84.4% | $479+200.7% |