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 | $188,994 | $98,750+91.4% | $149,696+26.3% | $79,858+136.7% |
| Participation rate | 62.2% | 75.8%-13.6pp | 82.5%-20.3pp | 69.6%-7.5pp |
| Annual return | 15.79% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $299 | $3,216-90.7% | $4,644-93.6% | $2,471-87.9% |
| Participant deferral / active EE | $5,371 | $5,680-5.5% | $6,842-21.5% | $3,740+43.6% |
| Admin fee / account holder | $9,702 | $6,053+60.3% | $9,309+4.2% | $5,306+82.8% |