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 | $110,092 | $238,490-53.8% | $180,183-38.9% | $142,382-22.7% |
| Participation rate | 33.3% | 82.3%-48.9pp | 77.4%-44.1pp | 80.1%-46.8pp |
| Annual return | 15.27% | 33.56%-18.3pp | 27.86%-12.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,369 | $6,143-77.7% | $5,039-72.8% | $4,299-68.1% |
| Participant deferral / active EE | $2,767 | $7,996-65.4% | $6,822-59.4% | $6,507-57.5% |
| Admin fee / account holder | $3,179 | $28,866-89.0% | $19,975-84.1% | $12,624-74.8% |