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 5-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 | $118,463 | $95,803+23.7% | $113,168+4.7% | $84,808+39.7% |
| Participation rate | 51.6% | 72.9%-21.3pp | 76.6%-25.0pp | 68.3%-16.7pp |
| Annual return | 19.19% | 25.00%-5.8pp | 24.27%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $331 | $2,360-86.0% | $2,975-88.9% | $2,631-87.4% |
| Participant deferral / active EE | $4,455 | $4,242+5.0% | $5,107-12.8% | $4,212+5.8% |
| Admin fee / account holder | $4,376 | $8,989-51.3% | $12,068-63.7% | $7,344-40.4% |