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 | $120,679 | $64,480+87.2% | $81,382+48.3% | $80,856+49.3% |
| Participation rate | 38.2% | 63.9%-25.6pp | 69.5%-31.2pp | 67.6%-29.4pp |
| Annual return | 15.94% | 16.34%-0.4pp | 24.73%-8.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $309 | $1,978-84.4% | $2,463-87.5% | $2,755-88.8% |
| Participant deferral / active EE | $2,196 | $3,094-29.0% | $3,883-43.4% | $4,296-48.9% |
| Admin fee / account holder | $7,557 | $5,671+33.3% | $5,768+31.0% | $6,918+9.2% |