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 | $209,638 | $162,781+28.8% | $133,956+56.5% | $158,922+31.9% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 11.29% | 41.94%-30.7pp | 45.09%-33.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $416 | $4,975-91.6% | $3,919-89.4% | $4,761-91.3% |
| Participant deferral / active EE | $6,094 | $5,911+3.1% | $5,048+20.7% | $5,982+1.9% |
| Admin fee / account holder | $7,388 | $11,736-37.0% | $8,927-17.2% | $11,246-34.3% |