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 | $90,395 | $104,664-13.6% | $85,682+5.5% | $167,490-46.0% |
| Participation rate | 61.5% | 76.4%-14.8pp | 69.9%-8.3pp | 82.1%-20.6pp |
| Annual return | 15.24% | 21.45%-6.2pp | 21.49%-6.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,634 | $4,824+16.8% | $3,923+43.6% | $6,341-11.2% |
| Admin fee / account holder | $7,134 | $10,032-28.9% | $6,873+3.8% | $12,309-42.0% |