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 7-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 | $148,118 | $81,248+82.3% | $155,509-4.8% | $80,856+83.2% |
| Participation rate | 10.3% | 66.2%-56.0pp | 78.2%-67.9pp | 67.6%-57.4pp |
| Annual return | 47.09% | 33.31%+13.8pp | 64.67%-17.6pp | 35.59%+11.5pp |
| Employer contribution / active EE | $155 | $3,100-95.0% | $4,672-96.7% | $2,755-94.4% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,038 | $7,997-62.0% | $15,912-80.9% | $6,918-56.1% |