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 6-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 | $179,739 | $117,983+52.3% | $101,794+76.6% | $142,382+26.2% |
| Participation rate | 27.3% | 74.2%-47.0pp | 69.2%-41.9pp | 80.1%-52.8pp |
| Annual return | 17.53% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $57 | $2,773-97.9% | $2,289-97.5% | $4,299-98.7% |
| Participant deferral / active EE | $2,091 | $4,714-55.6% | $4,084-48.8% | $6,507-67.9% |
| Admin fee / account holder | $2,942 | $10,433-71.8% | $8,777-66.5% | $12,624-76.7% |