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 9-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 | $135,444 | $115,770+17.0% | $101,248+33.8% | $158,922-14.8% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 18.56% | 56.14%-37.6pp | 46.47%-27.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $636 | $4,175-84.8% | $3,660-82.6% | $4,761-86.6% |
| Participant deferral / active EE | $4,631 | $4,957-6.6% | $4,370+6.0% | $5,982-22.6% |
| Admin fee / account holder | $1,280 | $7,245-82.3% | $5,945-78.5% | $11,246-88.6% |