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 7-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 | $150,899 | $127,065+18.8% | $113,168+33.3% | $142,382+6.0% |
| Participation rate | 27.3% | 79.2%-51.9pp | 76.6%-49.3pp | 80.1%-52.8pp |
| Annual return | 17.79% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $814 | $3,442-76.4% | $2,975-72.7% | $4,299-81.1% |
| Participant deferral / active EE | $4,578 | $5,716-19.9% | $5,107-10.4% | $6,507-29.7% |
| Admin fee / account holder | $1,226 | $15,736-92.2% | $12,068-89.8% | $12,624-90.3% |