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 | $174,201 | $142,405+22.3% | $115,157+51.3% | $152,861+14.0% |
| Participation rate | 39.1% | 82.4%-43.2pp | 75.9%-36.8pp | 82.4%-43.3pp |
| Annual return | 20.02% | 41.48%-21.5pp | 35.60%-15.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $574 | $4,010-85.7% | $3,179-81.9% | $4,762-87.9% |
| Participant deferral / active EE | $3,886 | $5,164-24.7% | $4,168-6.8% | $5,850-33.6% |
| Admin fee / account holder | $6,850 | $8,462-19.1% | $7,088-3.4% | $11,596-40.9% |