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 | $70,128 | $63,355+10.7% | $91,989-23.8% | $72,985-3.9% |
| Participation rate | 34.6% | 72.5%-37.9pp | 78.6%-44.0pp | 69.5%-34.9pp |
| Annual return | 20.57% | 35.35%-14.8pp | 69.02%-48.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,126 | $4,883+45.9% | $5,923+20.3% | $3,607+97.5% |
| Admin fee / account holder | $6,343 | $4,668+35.9% | $7,743-18.1% | $5,124+23.8% |