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 | $84,056 | $78,422+7.2% | $95,952-12.4% | $79,858+5.3% |
| Participation rate | 18.8% | 73.5%-54.7pp | 77.1%-58.3pp | 69.6%-50.9pp |
| Annual return | 20.55% | 19.37%+1.2pp | 91.61%-71.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $365 | $1,945-81.2% | $2,541-85.6% | $2,471-85.2% |
| Participant deferral / active EE | $1,830 | $3,440-46.8% | $4,167-56.1% | $3,740-51.1% |
| Admin fee / account holder | $1,364 | $5,622-75.7% | $6,795-79.9% | $5,306-74.3% |