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 | $60,807 | $101,069-39.8% | $81,478-25.4% | $147,584-58.8% |
| Participation rate | 26.3% | 74.5%-48.1pp | 68.0%-41.6pp | 82.8%-56.5pp |
| Annual return | 14.85% | 32.40%-17.5pp | 38.78%-23.9pp | 578.55%-563.7pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,564 | $4,242-63.1% | $3,537-55.8% | $5,439-71.2% |
| Admin fee / account holder | $26,791 | $5,812+361.0% | $4,561+487.4% | $10,885+146.1% |