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 | $108,736 | $74,927+45.1% | $101,794+6.8% | $84,808+28.2% |
| Participation rate | 56.7% | 61.4%-4.7pp | 69.2%-12.5pp | 68.3%-11.6pp |
| Annual return | 16.93% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $268 | $1,522-82.4% | $2,289-88.3% | $2,631-89.8% |
| Participant deferral / active EE | $4,632 | $3,099+49.5% | $4,084+13.4% | $4,212+10.0% |
| Admin fee / account holder | $2,268 | $6,514-65.2% | $8,777-74.2% | $7,344-69.1% |