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 3-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 | $228,964 | $94,338+142.7% | $100,534+127.7% | $142,382+60.8% |
| Participation rate | 66.7% | 81.7%-15.1pp | 80.6%-13.9pp | 80.1%-13.5pp |
| Annual return | 20.66% | 29.20%-8.5pp | 32.66%-12.0pp | 217.08%-196.4pp |
| Employer contribution / active EE | $933 | $4,237-78.0% | $4,346-78.5% | $4,299-78.3% |
| Participant deferral / active EE | $13,492 | $5,934+127.4% | $6,144+119.6% | $6,507+107.3% |
| Admin fee / account holder | $2,359 | $8,421-72.0% | $7,654-69.2% | $12,624-81.3% |