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 | $158,463 | $65,365+142.4% | $92,893+70.6% | $72,985+117.1% |
| Participation rate | 28.6% | 68.3%-39.7pp | 76.0%-47.4pp | 69.5%-40.9pp |
| Annual return | 21.92% | 42.10%-20.2pp | 109.41%-87.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $453 | $2,594-82.6% | $3,653-87.6% | $2,440-81.5% |
| Participant deferral / active EE | $1,806 | $3,128-42.3% | $4,236-57.4% | $3,607-49.9% |
| Admin fee / account holder | $2,129 | $4,251-49.9% | $5,794-63.2% | $5,124-58.4% |