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 | $91,523 | $81,248+12.6% | $155,509-41.1% | $80,856+13.2% |
| Participation rate | 31.0% | 66.2%-35.2pp | 78.2%-47.2pp | 67.6%-36.6pp |
| Annual return | 18.31% | 33.31%-15.0pp | 64.67%-46.4pp | 35.59%-17.3pp |
| Employer contribution / active EE | $380 | $3,100-87.8% | $4,672-91.9% | $2,755-86.2% |
| Participant deferral / active EE | $1,032 | $3,452-70.1% | $5,626-81.7% | $4,296-76.0% |
| Admin fee / account holder | $931 | $7,997-88.4% | $15,912-94.1% | $6,918-86.5% |