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 | $75,948 | $65,041+16.8% | $90,951-16.5% | $79,858-4.9% |
| Participation rate | 51.2% | 61.6%-10.4pp | 69.0%-17.8pp | 69.6%-18.5pp |
| Annual return | 16.13% | 30.45%-14.3pp | 134.60%-118.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $199 | $1,247-84.1% | $2,122-90.6% | $2,471-92.0% |
| Participant deferral / active EE | $3,336 | $2,512+32.8% | $3,373-1.1% | $3,740-10.8% |
| Admin fee / account holder | $3,065 | $4,536-32.4% | $5,959-48.6% | $5,306-42.2% |