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 | $76,200 | $52,279+45.8% | $89,391-14.8% | $79,858-4.6% |
| Participation rate | 52.4% | 57.5%-5.2pp | 68.0%-15.6pp | 69.6%-17.3pp |
| Annual return | 18.89% | 22.16%-3.3pp | 245.62%-226.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $224 | $1,572-85.7% | $2,586-91.3% | $2,471-90.9% |
| Participant deferral / active EE | $2,025 | $2,740-26.1% | $3,890-47.9% | $3,740-45.9% |
| Admin fee / account holder | $3,160 | $3,356-5.9% | $4,881-35.3% | $5,306-40.5% |