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 | $135,439 | $65,365+107.2% | $92,893+45.8% | $72,985+85.6% |
| Participation rate | 41.8% | 68.3%-26.5pp | 76.0%-34.2pp | 69.5%-27.7pp |
| Annual return | 22.39% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $343 | $2,594-86.8% | $3,653-90.6% | $2,440-85.9% |
| Participant deferral / active EE | $2,206 | $3,128-29.5% | $4,236-47.9% | $3,607-38.9% |
| Admin fee / account holder | $19,643 | $4,251+362.0% | $5,794+239.0% | $5,124+283.3% |