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 | $76,890 | $72,277+6.4% | $101,248-24.1% | $79,858-3.7% |
| Participation rate | 63.2% | 68.5%-5.3pp | 75.8%-12.6pp | 69.6%-6.5pp |
| Annual return | 25.35% | 22.30%+3.1pp | 46.47%-21.1pp | 31.71%-6.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,304 | $3,282+61.6% | $4,370+21.4% | $3,740+41.8% |
| Admin fee / account holder | $591 | $4,400-86.6% | $5,945-90.1% | $5,306-88.9% |