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 | $96,233 | $86,929+10.7% | $102,423-6.0% | $80,856+19.0% |
| Participation rate | 41.6% | 72.4%-30.8pp | 76.5%-34.9pp | 67.6%-26.1pp |
| Annual return | 16.05% | 18.88%-2.8pp | 29.32%-13.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $285 | $2,369-88.0% | $3,023-90.6% | $2,755-89.7% |
| Participant deferral / active EE | $2,929 | $4,118-28.9% | $5,053-42.0% | $4,296-31.8% |
| Admin fee / account holder | $8,200 | $8,049+1.9% | $9,451-13.2% | $6,918+18.5% |