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 | $68,167 | $58,828+15.9% | $77,999-12.6% | $62,891+8.4% |
| Participation rate | 53.7% | 71.1%-17.3pp | 75.5%-21.8pp | 69.3%-15.6pp |
| Annual return | 6.11% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,912 | $2,686+8.4% | $3,497-16.7% | $3,203-9.1% |
| Admin fee / account holder | $2,126 | $4,393-51.6% | $5,480-61.2% | $4,296-50.5% |