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 9-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 | $214,448 | $157,256+36.4% | $141,162+51.9% | $152,861+40.3% |
| Participation rate | 27.3% | 84.8%-57.5pp | 82.5%-55.2pp | 82.4%-55.2pp |
| Annual return | 18.33% | 64.32%-46.0pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $514 | $5,261-90.2% | $4,735-89.1% | $4,762-89.2% |
| Participant deferral / active EE | $3,910 | $7,109-45.0% | $6,709-41.7% | $5,850-33.2% |
| Admin fee / account holder | $339 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |