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 | $94,507 | $80,717+17.1% | $154,803-39.0% | $84,808+11.4% |
| Participation rate | 29.7% | 66.8%-37.1pp | 78.1%-48.3pp | 68.3%-38.6pp |
| Annual return | 14.74% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $24 | $2,761-99.1% | $4,305-99.4% | $2,631-99.1% |
| Participant deferral / active EE | $1,660 | $3,303-49.7% | $5,540-70.0% | $4,212-60.6% |
| Admin fee / account holder | $2,888 | $6,746-57.2% | $14,329-79.8% | $7,344-60.7% |