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 | $171,798 | $98,240+74.9% | $82,313+108.7% | $147,584+16.4% |
| Participation rate | 55.0% | 79.7%-24.7pp | 76.9%-21.9pp | 82.8%-27.8pp |
| Annual return | 14.50% | 30.85%-16.4pp | 25.88%-11.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,372 | $4,383-68.7% | $3,706-63.0% | $5,439-74.8% |
| Admin fee / account holder | $1,289 | $8,563-84.9% | $5,608-77.0% | $10,885-88.2% |