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 | $112,623 | $77,634+45.1% | $156,549-28.1% | $62,891+79.1% |
| Participation rate | 42.2% | 71.2%-29.0pp | 84.0%-41.8pp | 69.3%-27.1pp |
| Annual return | 6.00% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $225 | $3,444-93.5% | $5,501-95.9% | $2,281-90.1% |
| Participant deferral / active EE | $2,782 | $3,045-8.7% | $4,871-42.9% | $3,203-13.2% |
| Admin fee / account holder | $1,034 | $5,561-81.4% | $13,027-92.1% | $4,296-75.9% |