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 | $157,021 | $77,813+101.8% | $123,544+27.1% | $64,186+144.6% |
| Participation rate | 42.6% | 74.7%-32.1pp | 82.3%-39.7pp | 69.6%-26.9pp |
| Annual return | 9.43% | 12.48%-3.1pp | 119.20%-109.8pp | 7.63%+1.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,125 | $5,240-2.2% | $6,426-20.2% | $3,470+47.7% |
| Admin fee / account holder | $14,435 | $5,519+161.6% | $9,284+55.5% | $4,888+195.3% |