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 | $173,370 | $89,753+93.2% | $107,525+61.2% | $84,808+104.4% |
| Participation rate | 47.2% | 68.1%-20.9pp | 75.1%-27.9pp | 68.3%-21.1pp |
| Annual return | 14.71% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $635 | $3,113-79.6% | $3,754-83.1% | $2,631-75.9% |
| Participant deferral / active EE | $3,658 | $4,056-9.8% | $5,116-28.5% | $4,212-13.2% |
| Admin fee / account holder | $5,278 | $7,222-26.9% | $8,919-40.8% | $7,344-28.1% |