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 8-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 | $124,705 | $109,413+14.0% | $156,263-20.2% | $84,808+47.0% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 14.19% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,156 | $4,590-31.2% | $6,158-48.7% | $4,212-25.1% |
| Admin fee / account holder | $5,493 | $9,357-41.3% | $14,255-61.5% | $7,344-25.2% |