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 | $221,122 | $103,376+113.9% | $87,100+153.9% | $152,861+44.7% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 23.95% | 28.10%-4.1pp | 28.19%-4.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $362 | $3,220-88.7% | $2,521-85.6% | $4,762-92.4% |
| Participant deferral / active EE | $2,713 | $4,778-43.2% | $4,049-33.0% | $5,850-53.6% |
| Admin fee / account holder | $9,494 | $12,205-22.2% | $7,497+26.6% | $11,596-18.1% |