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 | $79,249 | $72,277+9.6% | $101,248-21.7% | $79,858-0.8% |
| Participation rate | 50.9% | 68.5%-17.6pp | 75.8%-24.9pp | 69.6%-18.7pp |
| Annual return | 19.23% | 22.30%-3.1pp | 46.47%-27.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $438 | $2,692-83.7% | $3,660-88.0% | $2,471-82.3% |
| Participant deferral / active EE | $1,739 | $3,282-47.0% | $4,370-60.2% | $3,740-53.5% |
| Admin fee / account holder | $8,343 | $4,400+89.6% | $5,945+40.3% | $5,306+57.2% |