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 | $187,593 | $57,016+229.0% | $84,966+120.8% | $80,856+132.0% |
| Participation rate | 8.2% | 56.3%-48.1pp | 67.5%-59.3pp | 67.6%-59.4pp |
| Annual return | 18.21% | 21.66%-3.5pp | 66.38%-48.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $100 | $1,798-94.4% | $2,727-96.3% | $2,755-96.4% |
| Participant deferral / active EE | $897 | $3,110-71.1% | $4,519-80.1% | $4,296-79.1% |
| Admin fee / account holder | $1,764 | $4,980-64.6% | $6,149-71.3% | $6,918-74.5% |