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 7-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 | $165,591 | $114,381+44.8% | $107,525+54.0% | $142,382+16.3% |
| Participation rate | 14.3% | 78.1%-63.9pp | 75.1%-60.8pp | 80.1%-65.8pp |
| Annual return | 15.33% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $662 | $4,015-83.5% | $3,754-82.4% | $4,299-84.6% |
| Participant deferral / active EE | $2,482 | $5,564-55.4% | $5,116-51.5% | $6,507-61.9% |
| Admin fee / account holder | $1,328 | $9,860-86.5% | $8,919-85.1% | $12,624-89.5% |