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 | $202,500 | $60,022+237.4% | $88,946+127.7% | $84,808+138.8% |
| Participation rate | 10.6% | 57.8%-47.3pp | 68.8%-58.3pp | 68.3%-57.7pp |
| Annual return | 13.87% | 22.43%-8.6pp | 57.82%-44.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $175 | $1,703-89.7% | $2,555-93.1% | $2,631-93.3% |
| Participant deferral / active EE | $900 | $3,114-71.1% | $4,581-80.4% | $4,212-78.6% |
| Admin fee / account holder | $904 | $4,811-81.2% | $8,261-89.1% | $7,344-87.7% |