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 | $212,485 | $127,065+67.2% | $113,168+87.8% | $142,382+49.2% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 20.19% | 24.03%-3.8pp | 24.27%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $667 | $3,442-80.6% | $2,975-77.6% | $4,299-84.5% |
| Participant deferral / active EE | $5,833 | $5,716+2.0% | $5,107+14.2% | $6,507-10.4% |
| Admin fee / account holder | $338 | $15,736-97.9% | $12,068-97.2% | $12,624-97.3% |