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 | $69,075 | $65,703+5.1% | $94,224-26.7% | $59,632+15.8% |
| Participation rate | 42.1% | 72.1%-30.0pp | 78.8%-36.7pp | 68.7%-26.6pp |
| Annual return | -0.43% | 5.22%-5.6pp | 10.68%-11.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $274 | $2,021-86.4% | $3,587-92.4% | $2,203-87.6% |
| Participant deferral / active EE | $2,918 | $3,143-7.2% | $4,320-32.5% | $3,192-8.6% |
| Admin fee / account holder | $24,594 | $4,264+476.7% | $6,269+292.3% | $4,297+472.3% |