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 | $100,088 | $87,733+14.1% | $106,548-6.1% | $85,850+16.6% |
| Participation rate | 62.5% | 71.9%-9.4pp | 76.1%-13.6pp | 69.3%-6.8pp |
| Annual return | 19.38% | 21.86%-2.5pp | 26.80%-7.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,364 | $3,469+25.8% | $4,398-0.8% | $3,952+10.4% |
| Admin fee / account holder | $4,825 | $6,767-28.7% | $7,407-34.9% | $6,260-22.9% |