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 | $109,034 | $79,944+36.4% | $98,439+10.8% | $75,163+45.1% |
| Participation rate | 29.7% | 70.4%-40.6pp | 75.2%-45.4pp | 67.2%-37.5pp |
| Annual return | 17.81% | 19.75%-1.9pp | 21.16%-3.3pp | 160.62%-142.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,664 | $3,752-29.0% | $4,738-43.8% | $4,125-35.4% |
| Admin fee / account holder | $8,021 | $6,840+17.3% | $8,948-10.4% | $5,651+41.9% |