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 | $61,719 | $81,460-24.2% | $103,333-40.3% | $80,856-23.7% |
| Participation rate | 68.6% | 66.8%+1.7pp | 74.5%-5.9pp | 67.6%+0.9pp |
| Annual return | 12.65% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $283 | $3,105-90.9% | $3,868-92.7% | $2,755-89.7% |
| Participant deferral / active EE | $3,700 | $3,869-4.4% | $5,057-26.8% | $4,296-13.9% |
| Admin fee / account holder | $8,617 | $6,566+31.2% | $8,355+3.1% | $6,918+24.6% |