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 | $225,338 | $100,754+123.7% | $86,677+160.0% | $134,475+67.6% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.2pp | 81.2%-22.9pp |
| Annual return | -18.24% | 29.04%-47.3pp | 35.91%-54.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $738 | $3,489-78.9% | $2,836-74.0% | $4,740-84.4% |
| Participant deferral / active EE | $3,191 | $5,338-40.2% | $4,656-31.5% | $6,400-50.1% |
| Admin fee / account holder | $7,055 | $10,926-35.4% | $7,493-5.8% | $11,426-38.3% |