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 6-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 | $197,470 | $117,841+67.6% | $102,423+92.8% | $145,922+35.3% |
| Participation rate | 52.9% | 78.6%-25.6pp | 76.5%-23.5pp | 80.3%-27.3pp |
| Annual return | 19.64% | 31.65%-12.0pp | 29.32%-9.7pp | 561.29%-541.6pp |
| Employer contribution / active EE | $379 | $3,615-89.5% | $3,023-87.5% | $4,660-91.9% |
| Participant deferral / active EE | $2,155 | $5,731-62.4% | $5,053-57.4% | $6,688-67.8% |
| Admin fee / account holder | $2,976 | $13,326-77.7% | $9,451-68.5% | $13,397-77.8% |