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 | $114,629 | $39,019+193.8% | $80,716+42.0% | $85,850+33.5% |
| Participation rate | 34.3% | 41.5%-7.3pp | 54.2%-19.9pp | 69.3%-35.0pp |
| Annual return | 20.36% | 26.27%-5.9pp | 87.28%-66.9pp | 318.53%-298.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,577 | $1,326+94.4% | $2,146+20.1% | $3,952-34.8% |
| Admin fee / account holder | $690 | $2,431-71.6% | $3,380-79.6% | $6,260-89.0% |