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 | $96,634 | $78,422+23.2% | $95,952+0.7% | $79,858+21.0% |
| Participation rate | 44.3% | 73.5%-29.2pp | 77.1%-32.8pp | 69.6%-25.3pp |
| Annual return | 16.18% | 19.37%-3.2pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,398 | $3,440-1.2% | $4,167-18.5% | $3,740-9.2% |
| Admin fee / account holder | $11,445 | $5,622+103.6% | $6,795+68.4% | $5,306+115.7% |