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 | $225,584 | $157,256+43.4% | $141,162+59.8% | $152,861+47.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 23.26% | 64.32%-41.1pp | 71.39%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $685 | $5,261-87.0% | $4,735-85.5% | $4,762-85.6% |
| Participant deferral / active EE | $8,576 | $7,109+20.6% | $6,709+27.8% | $5,850+46.6% |
| Admin fee / account holder | $1,007 | $12,120-91.7% | $10,261-90.2% | $11,596-91.3% |