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 | $141,830 | $111,754+26.9% | $103,333+37.3% | $145,922-2.8% |
| Participation rate | 26.1% | 77.9%-51.8pp | 74.5%-48.4pp | 80.3%-54.2pp |
| Annual return | 11.38% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $522 | $4,212-87.6% | $3,868-86.5% | $4,660-88.8% |
| Participant deferral / active EE | $1,842 | $5,619-67.2% | $5,057-63.6% | $6,688-72.5% |
| Admin fee / account holder | $4,143 | $9,750-57.5% | $8,355-50.4% | $13,397-69.1% |