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 9-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 | $183,986 | $80,717+127.9% | $154,803+18.9% | $84,808+116.9% |
| Participation rate | 11.1% | 66.8%-55.7pp | 78.1%-67.0pp | 68.3%-57.2pp |
| Annual return | 16.04% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $223 | $2,761-91.9% | $4,305-94.8% | $2,631-91.5% |
| Participant deferral / active EE | $2,120 | $3,303-35.8% | $5,540-61.7% | $4,212-49.7% |
| Admin fee / account holder | $2,344 | $6,746-65.3% | $14,329-83.6% | $7,344-68.1% |