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 | $189,433 | $99,341+90.7% | $84,750+123.5% | $273,961-30.9% |
| Participation rate | 16.7% | 80.7%-64.0pp | 76.6%-59.9pp | 83.0%-66.3pp |
| Annual return | 10.73% | 22.93%-12.2pp | 22.78%-12.1pp | 41.45%-30.7pp |
| Employer contribution / active EE | $600 | $4,214-85.8% | $3,574-83.2% | $4,869-87.7% |
| Participant deferral / active EE | $3,115 | $4,269-27.0% | $3,712-16.1% | $5,287-41.1% |
| Admin fee / account holder | $586 | $6,644-91.2% | $5,332-89.0% | $10,132-94.2% |