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 | $140,737 | $101,724+38.4% | $164,813-14.6% | $80,856+74.1% |
| Participation rate | 44.1% | 71.8%-27.7pp | 78.6%-34.5pp | 67.6%-23.5pp |
| Annual return | 20.87% | 16.72%+4.2pp | 69.93%-49.1pp | 35.59%-14.7pp |
| Employer contribution / active EE | $118 | $2,953-96.0% | $4,341-97.3% | $2,755-95.7% |
| Participant deferral / active EE | $2,368 | $4,477-47.1% | $6,031-60.7% | $4,296-44.9% |
| Admin fee / account holder | $52,714 | $8,227+540.7% | $12,690+315.4% | $6,918+662.0% |