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 | $65,525 | $48,230+35.9% | $67,502-2.9% | $80,856-19.0% |
| Participation rate | 67.9% | 66.4%+1.5pp | 72.9%-5.0pp | 67.6%+0.2pp |
| Annual return | 15.60% | 18.28%-2.7pp | 3512.12%-3496.5pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1 | $2,020-99.9% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,005 | $2,924+276.4% | $4,000+175.1% | $4,296+156.2% |
| Admin fee / account holder | $6,055 | $3,681+64.5% | $3,998+51.5% | $6,918-12.5% |