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 8-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 | $187,784 | $106,515+76.3% | $96,683+94.2% | $139,434+34.7% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 13.88% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $600 | $4,103-85.4% | $3,737-84.0% | $4,751-87.4% |
| Participant deferral / active EE | $6,094 | $5,454+11.7% | $4,878+24.9% | $6,710-9.2% |
| Admin fee / account holder | $705 | $7,877-91.0% | $6,730-89.5% | $11,403-93.8% |