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 | $115,422 | $72,277+59.7% | $101,248+14.0% | $79,858+44.5% |
| Participation rate | 63.9% | 68.5%-4.6pp | 75.8%-11.9pp | 69.6%-5.7pp |
| Annual return | 16.50% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,872 | $3,282+18.0% | $4,370-11.4% | $3,740+3.5% |
| Admin fee / account holder | $13,745 | $4,400+212.4% | $5,945+131.2% | $5,306+159.0% |