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 | $174,401 | $55,371+215.0% | $95,585+82.5% | $74,304+134.7% |
| Participation rate | 15.1% | 53.8%-38.7pp | 72.1%-57.0pp | 60.3%-45.3pp |
| Annual return | 14.19% | 24.26%-10.1pp | 38.56%-24.4pp | 29.43%-15.2pp |
| Employer contribution / active EE | $101 | $1,437-93.0% | $2,527-96.0% | $2,241-95.5% |
| Participant deferral / active EE | $769 | $2,955-74.0% | $4,023-80.9% | $3,767-79.6% |
| Admin fee / account holder | $3,678 | $2,620+40.4% | $6,127-40.0% | $2,969+23.9% |