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 | $94,787 | $71,050+33.4% | $93,606+1.3% | $80,856+17.2% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 18.78% | 11.26%+7.5pp | 133.20%-114.4pp | 35.59%-16.8pp |
| Employer contribution / active EE | $254 | $1,564-83.8% | $2,420-89.5% | $2,755-90.8% |
| Participant deferral / active EE | $2,975 | $4,034-26.2% | $4,411-32.6% | $4,296-30.7% |
| Admin fee / account holder | $1,548 | $6,945-77.7% | $8,285-81.3% | $6,918-77.6% |