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 | $140,461 | $101,724+38.1% | $164,813-14.8% | $80,856+73.7% |
| Participation rate | 62.1% | 71.8%-9.8pp | 78.6%-16.5pp | 67.6%-5.6pp |
| Annual return | 15.02% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $250 | $2,953-91.6% | $4,341-94.3% | $2,755-90.9% |
| Participant deferral / active EE | $4,803 | $4,477+7.3% | $6,031-20.4% | $4,296+11.8% |
| Admin fee / account holder | $1,627 | $8,227-80.2% | $12,690-87.2% | $6,918-76.5% |