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 | $65,462 | $50,637+29.3% | $86,590-24.4% | $62,292+5.1% |
| Participation rate | 22.7% | 67.9%-45.2pp | 73.5%-50.9pp | 69.5%-46.8pp |
| Annual return | 16.96% | 20.80%-3.8pp | 964.84%-947.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,311 | $2,611-49.8% | $3,609-63.7% | $3,169-58.6% |
| Admin fee / account holder | $3,443 | $413+733.1% | $4,906-29.8% | $479+618.3% |