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 | $127,339 | $109,881+15.9% | $150,045-15.1% | $84,808+50.2% |
| Participation rate | 48.8% | 76.1%-27.3pp | 82.3%-33.5pp | 68.3%-19.5pp |
| Annual return | 17.38% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $626 | $3,561-82.4% | $4,693-86.7% | $2,631-76.2% |
| Participant deferral / active EE | $5,633 | $6,636-15.1% | $7,997-29.6% | $4,212+33.8% |
| Admin fee / account holder | $9,167 | $8,568+7.0% | $13,435-31.8% | $7,344+24.8% |