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 6-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 | $231,321 | $176,812+30.8% | $146,665+57.7% | $167,490+38.1% |
| Participation rate | 42.9% | 83.6%-40.8pp | 80.1%-37.2pp | 82.1%-39.2pp |
| Annual return | 9.76% | 24.03%-14.3pp | 22.74%-13.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $555 | $5,160-89.2% | $4,136-86.6% | $4,837-88.5% |
| Participant deferral / active EE | $6,875 | $6,440+6.8% | $5,506+24.9% | $6,341+8.4% |
| Admin fee / account holder | $1,047 | $13,259-92.1% | $10,280-89.8% | $12,309-91.5% |