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 | $141,343 | $71,883+96.6% | $86,677+63.1% | $68,494+106.4% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | 11.08% | 3.52%+7.6pp | 35.91%-24.8pp | -7.84%+18.9pp |
| Employer contribution / active EE | $434 | $2,173-80.0% | $2,836-84.7% | $2,596-83.3% |
| Participant deferral / active EE | $1,885 | $3,779-50.1% | $4,656-59.5% | $4,027-53.2% |
| Admin fee / account holder | $5,373 | $6,112-12.1% | $7,493-28.3% | $5,403-0.6% |