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 | $68,484 | $91,552-25.2% | $133,956-48.9% | $79,858-14.2% |
| Participation rate | 28.0% | 73.3%-45.3pp | 79.8%-51.8pp | 69.6%-41.6pp |
| Annual return | 38.62% | 61.85%-23.2pp | 45.09%-6.5pp | 31.71%+6.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,914 | $3,733-48.7% | $5,048-62.1% | $3,740-48.8% |
| Admin fee / account holder | $17,055 | $6,321+169.8% | $8,927+91.0% | $5,306+221.4% |