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 | $96,958 | $45,438+113.4% | $80,004+21.2% | $59,632+62.6% |
| Participation rate | 52.5% | 63.7%-11.2pp | 73.0%-20.5pp | 68.7%-16.1pp |
| Annual return | 1.06% | 5.10%-4.0pp | 7.63%-6.6pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,691 | $2,231-24.2% | $3,204-47.2% | $3,192-47.0% |
| Admin fee / account holder | $7,098 | $3,464+104.9% | $5,033+41.0% | $4,297+65.2% |