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 | $200,442 | $123,793+61.9% | $177,821+12.7% | $79,858+151.0% |
| Participation rate | 48.4% | 84.7%-36.3pp | 87.7%-39.3pp | 69.6%-21.2pp |
| Annual return | 21.47% | 22.82%-1.3pp | 48.32%-26.9pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,046 | $4,095-74.5% | $5,918-82.3% | $2,471-57.7% |
| Participant deferral / active EE | $3,903 | $5,956-34.5% | $7,714-49.4% | $3,740+4.4% |
| Admin fee / account holder | $2,317 | $7,243-68.0% | $12,427-81.4% | $5,306-56.3% |