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 | $133,783 | $74,927+78.6% | $101,794+31.4% | $84,808+57.7% |
| Participation rate | 52.4% | 61.4%-9.0pp | 69.2%-16.8pp | 68.3%-15.9pp |
| Annual return | 13.28% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $91 | $1,522-94.0% | $2,289-96.0% | $2,631-96.5% |
| Participant deferral / active EE | $2,470 | $3,099-20.3% | $4,084-39.5% | $4,212-41.3% |
| Admin fee / account holder | $687 | $6,514-89.5% | $8,777-92.2% | $7,344-90.6% |