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 | $140,406 | $89,753+56.4% | $107,525+30.6% | $84,808+65.6% |
| Participation rate | 53.8% | 68.1%-14.2pp | 75.1%-21.2pp | 68.3%-14.5pp |
| Annual return | 19.96% | 29.48%-9.5pp | 181.32%-161.4pp | 40.90%-20.9pp |
| Employer contribution / active EE | $761 | $3,113-75.6% | $3,754-79.7% | $2,631-71.1% |
| Participant deferral / active EE | $4,903 | $4,056+20.9% | $5,116-4.2% | $4,212+16.4% |
| Admin fee / account holder | $9,725 | $7,222+34.7% | $8,919+9.0% | $7,344+32.4% |