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 | $85,044 | $78,422+8.4% | $95,952-11.4% | $79,858+6.5% |
| Participation rate | 55.6% | 73.5%-17.9pp | 77.1%-21.5pp | 69.6%-14.1pp |
| Annual return | 15.67% | 19.37%-3.7pp | 91.61%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $392 | $1,945-79.9% | $2,541-84.6% | $2,471-84.1% |
| Participant deferral / active EE | $2,188 | $3,440-36.4% | $4,167-47.5% | $3,740-41.5% |
| Admin fee / account holder | $4,007 | $5,622-28.7% | $6,795-41.0% | $5,306-24.5% |