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 | $223,698 | $117,841+89.8% | $102,423+118.4% | $145,922+53.3% |
| Participation rate | 53.8% | 78.6%-24.7pp | 76.5%-22.6pp | 80.3%-26.4pp |
| Annual return | 17.94% | 31.65%-13.7pp | 29.32%-11.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $492 | $3,615-86.4% | $3,023-83.7% | $4,660-89.4% |
| Participant deferral / active EE | $2,541 | $5,731-55.7% | $5,053-49.7% | $6,688-62.0% |
| Admin fee / account holder | $7,412 | $13,326-44.4% | $9,451-21.6% | $13,397-44.7% |