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 | $54,371 | $76,670-29.1% | $96,683-43.8% | $71,457-23.9% |
| Participation rate | 69.4% | 66.6%+2.8pp | 74.3%-5.0pp | 67.9%+1.4pp |
| Annual return | 16.24% | 48.29%-32.0pp | 35.69%-19.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $547 | $3,031-81.9% | $3,737-85.4% | $2,588-78.8% |
| Participant deferral / active EE | $2,692 | $3,771-28.6% | $4,878-44.8% | $4,289-37.2% |
| Admin fee / account holder | $11,151 | $2,028+449.8% | $6,730+65.7% | $1,587+602.5% |