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 | $125,126 | $86,286+45.0% | $111,297+12.4% | $85,850+45.8% |
| Participation rate | 62.2% | 73.3%-11.1pp | 77.3%-15.1pp | 69.3%-7.1pp |
| Annual return | 13.45% | 19.99%-6.5pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $501 | $2,043-75.5% | $2,731-81.7% | $2,565-80.5% |
| Participant deferral / active EE | $3,212 | $3,641-11.8% | $4,487-28.4% | $3,952-18.7% |
| Admin fee / account holder | $3,531 | $8,188-56.9% | $7,964-55.7% | $6,260-43.6% |