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 | $118,525 | $117,381+1.0% | $99,443+19.2% | $152,861-22.5% |
| Participation rate | 53.8% | 77.5%-23.7pp | 73.8%-20.0pp | 82.4%-28.6pp |
| Annual return | 23.16% | 31.87%-8.7pp | 30.72%-7.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,526 | $4,086-62.7% | $3,619-57.8% | $5,850-73.9% |
| Admin fee / account holder | $1,999 | $7,631-73.8% | $6,250-68.0% | $11,596-82.8% |