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 9-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 | $243,085 | $106,515+128.2% | $96,683+151.4% | $139,434+74.3% |
| Participation rate | 11.8% | 77.8%-66.1pp | 74.3%-62.6pp | 80.3%-68.6pp |
| Annual return | 12.93% | 38.43%-25.5pp | 35.69%-22.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $674 | $4,103-83.6% | $3,737-82.0% | $4,751-85.8% |
| Participant deferral / active EE | $3,726 | $5,454-31.7% | $4,878-23.6% | $6,710-44.5% |
| Admin fee / account holder | $47,052 | $7,877+497.3% | $6,730+599.2% | $11,403+312.6% |