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 | $199,033 | $83,477+138.4% | $125,175+59.0% | $72,985+172.7% |
| Participation rate | 46.4% | 73.3%-26.9pp | 79.8%-33.4pp | 69.5%-23.1pp |
| Annual return | 26.48% | 25.78%+0.7pp | 43.79%-17.3pp | 81.00%-54.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,110 | $3,585+42.5% | $4,937+3.5% | $3,607+41.6% |
| Admin fee / account holder | $2,295 | $5,517-58.4% | $9,702-76.3% | $5,124-55.2% |