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 | $130,936 | $79,944+63.8% | $98,439+33.0% | $75,163+74.2% |
| Participation rate | 64.4% | 70.4%-5.9pp | 75.2%-10.7pp | 67.2%-2.7pp |
| Annual return | 19.01% | 19.75%-0.7pp | 21.16%-2.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $374 | $2,264-83.5% | $3,048-87.7% | $2,670-86.0% |
| Participant deferral / active EE | $1,973 | $3,752-47.4% | $4,738-58.4% | $4,125-52.2% |
| Admin fee / account holder | $2,687 | $6,840-60.7% | $8,948-70.0% | $5,651-52.5% |