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 8-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 | $168,013 | $201,272-16.5% | $184,203-8.8% | $145,922+15.1% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 26.38% | 29.00%-2.6pp | 28.81%-2.4pp | 561.29%-534.9pp |
| Employer contribution / active EE | $731 | $7,022-89.6% | $6,427-88.6% | $4,660-84.3% |
| Participant deferral / active EE | $7,688 | $9,806-21.6% | $9,131-15.8% | $6,688+14.9% |
| Admin fee / account holder | $950 | $16,364-94.2% | $13,901-93.2% | $13,397-92.9% |