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 5-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 | $178,683 | $86,929+105.5% | $102,423+74.5% | $80,856+121.0% |
| Participation rate | 48.8% | 72.4%-23.6pp | 76.5%-27.7pp | 67.6%-18.9pp |
| Annual return | 13.77% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $497 | $2,369-79.0% | $3,023-83.6% | $2,755-82.0% |
| Participant deferral / active EE | $3,238 | $4,118-21.4% | $5,053-35.9% | $4,296-24.6% |
| Admin fee / account holder | $17,480 | $8,049+117.2% | $9,451+85.0% | $6,918+152.7% |