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 | $201,272 | $101,724+97.9% | $164,813+22.1% | $80,856+148.9% |
| Participation rate | 23.9% | 71.8%-47.9pp | 78.6%-54.7pp | 67.6%-43.7pp |
| Annual return | 11.12% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $788 | $2,953-73.3% | $4,341-81.9% | $2,755-71.4% |
| Participant deferral / active EE | $2,864 | $4,477-36.0% | $6,031-52.5% | $4,296-33.3% |
| Admin fee / account holder | $10,953 | $8,227+33.1% | $12,690-13.7% | $6,918+58.3% |