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 | $67,960 | $59,839+13.6% | $81,983-17.1% | $79,858-14.9% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.2%-35.9pp | 69.6%-36.3pp |
| Annual return | 18.41% | 17.56%+0.9pp | 41.31%-22.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,433 | $2,695-46.8% | $3,722-61.5% | $3,740-61.7% |
| Admin fee / account holder | $2,806 | $4,287-34.5% | $5,664-50.5% | $5,306-47.1% |