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 7-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 | $172,816 | $89,753+92.5% | $107,525+60.7% | $84,808+103.8% |
| Participation rate | 29.6% | 68.1%-38.4pp | 75.1%-45.4pp | 68.3%-38.7pp |
| Annual return | 19.10% | 29.48%-10.4pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $665 | $3,113-78.6% | $3,754-82.3% | $2,631-74.7% |
| Participant deferral / active EE | $4,423 | $4,056+9.0% | $5,116-13.5% | $4,212+5.0% |
| Admin fee / account holder | $1,713 | $7,222-76.3% | $8,919-80.8% | $7,344-76.7% |