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 | $73,844 | $64,348+14.8% | $90,160-18.1% | $70,131+5.3% |
| Participation rate | 55.9% | 70.4%-14.6pp | 76.9%-21.0pp | 69.5%-13.7pp |
| Annual return | 16.12% | 28.13%-12.0pp | 34.88%-18.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $121 | $2,046-94.1% | $3,318-96.3% | $2,342-94.8% |
| Participant deferral / active EE | $2,428 | $4,389-44.7% | $5,288-54.1% | $3,332-27.1% |
| Admin fee / account holder | $2,140 | $3,944-45.7% | $5,943-64.0% | $4,645-53.9% |