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 | $157,060 | $54,705+187.1% | $71,209+120.6% | $84,808+85.2% |
| Participation rate | 21.0% | 64.1%-43.1pp | 73.8%-52.8pp | 68.3%-47.3pp |
| Annual return | 17.45% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,580 | $3,030+18.1% | $4,175-14.3% | $4,212-15.0% |
| Admin fee / account holder | $9,316 | $4,863+91.5% | $5,349+74.2% | $7,344+26.9% |