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 | $173,927 | $67,606+157.3% | $82,313+111.3% | $70,131+148.0% |
| Participation rate | 31.3% | 72.8%-41.5pp | 76.9%-45.6pp | 69.5%-38.3pp |
| Annual return | 22.66% | 21.57%+1.1pp | 25.88%-3.2pp | 73.14%-50.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,522 | $2,987+17.9% | $3,706-5.0% | $3,332+5.7% |
| Admin fee / account holder | $4,922 | $4,512+9.1% | $5,608-12.2% | $4,645+6.0% |