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 | $112,144 | $72,492+54.7% | $87,100+28.8% | $72,985+53.7% |
| Participation rate | 41.3% | 72.8%-31.5pp | 76.9%-35.5pp | 69.5%-28.2pp |
| Annual return | 20.21% | 24.46%-4.2pp | 28.19%-8.0pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,993 | $3,270-39.0% | $4,049-50.8% | $3,607-44.7% |
| Admin fee / account holder | $675 | $5,055-86.6% | $7,497-91.0% | $5,124-86.8% |