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 | $133,520 | $117,983+13.2% | $101,794+31.2% | $142,382-6.2% |
| Participation rate | 43.5% | 74.2%-30.7pp | 69.2%-25.7pp | 80.1%-36.6pp |
| Annual return | 15.74% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $156 | $2,773-94.4% | $2,289-93.2% | $4,299-96.4% |
| Participant deferral / active EE | $4,200 | $4,714-10.9% | $4,084+2.8% | $6,507-35.5% |
| Admin fee / account holder | $1,066 | $10,433-89.8% | $8,777-87.9% | $12,624-91.6% |