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 | $220,016 | $110,257+99.5% | $96,544+127.9% | $139,434+57.8% |
| Participation rate | 58.8% | 78.1%-19.3pp | 76.0%-17.1pp | 80.3%-21.5pp |
| Annual return | 11.70% | 26.32%-14.6pp | 25.84%-14.1pp | 372.94%-361.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,969 | $5,548-46.5% | $4,851-38.8% | $6,710-55.7% |
| Admin fee / account holder | $29,123 | $11,591+151.3% | $8,252+252.9% | $11,403+155.4% |