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 | $128,251 | $109,881+16.7% | $150,045-14.5% | $84,808+51.2% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 15.58% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $494 | $3,561-86.1% | $4,693-89.5% | $2,631-81.2% |
| Participant deferral / active EE | $4,979 | $6,636-25.0% | $7,997-37.7% | $4,212+18.2% |
| Admin fee / account holder | $1,762 | $8,568-79.4% | $13,435-86.9% | $7,344-76.0% |