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 | $77,726 | $59,101+31.5% | $77,163+0.7% | $75,163+3.4% |
| Participation rate | 18.3% | 63.9%-45.5pp | 69.6%-51.2pp | 67.2%-48.9pp |
| Annual return | 18.06% | 26.71%-8.7pp | 37.87%-19.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $355 | $1,995-82.2% | $2,535-86.0% | $2,670-86.7% |
| Participant deferral / active EE | $1,671 | $2,999-44.3% | $3,833-56.4% | $4,125-59.5% |
| Admin fee / account holder | $3,926 | $4,774-17.8% | $5,472-28.3% | $5,651-30.5% |