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 | $84,984 | $109,413-22.3% | $156,263-45.6% | $84,808+0.2% |
| Participation rate | 63.9% | 72.7%-8.8pp | 78.9%-15.0pp | 68.3%-4.4pp |
| Annual return | 16.87% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $600 | $2,907-79.4% | $4,333-86.2% | $2,631-77.2% |
| Participant deferral / active EE | $4,480 | $4,590-2.4% | $6,158-27.3% | $4,212+6.4% |
| Admin fee / account holder | $5,817 | $9,357-37.8% | $14,255-59.2% | $7,344-20.8% |