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 | $71,622 | $60,892+17.6% | $82,389-13.1% | $84,808-15.5% |
| Participation rate | 49.1% | 63.3%-14.2pp | 69.5%-20.5pp | 68.3%-19.3pp |
| Annual return | 13.79% | 37.29%-23.5pp | 28.67%-14.9pp | 40.90%-27.1pp |
| Employer contribution / active EE | $191 | $1,779-89.3% | $2,517-92.4% | $2,631-92.8% |
| Participant deferral / active EE | $4,236 | $3,179+33.3% | $4,155+2.0% | $4,212+0.6% |
| Admin fee / account holder | $7,909 | $5,467+44.7% | $7,231+9.4% | $7,344+7.7% |