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 | $86,458 | $65,365+32.3% | $92,893-6.9% | $72,985+18.5% |
| Participation rate | 62.7% | 68.3%-5.7pp | 76.0%-13.4pp | 69.5%-6.8pp |
| Annual return | 22.84% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $350 | $2,594-86.5% | $3,653-90.4% | $2,440-85.6% |
| Participant deferral / active EE | $1,942 | $3,128-37.9% | $4,236-54.2% | $3,607-46.2% |
| Admin fee / account holder | $478 | $4,251-88.7% | $5,794-91.7% | $5,124-90.7% |