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 | $148,329 | $66,098+124.4% | $101,794+45.7% | $74,304+99.6% |
| Participation rate | 37.8% | 53.8%-16.0pp | 69.2%-31.4pp | 60.3%-22.6pp |
| Annual return | 13.37% | 19.59%-6.2pp | 30.53%-17.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $121 | $1,082-88.8% | $2,289-94.7% | $2,241-94.6% |
| Participant deferral / active EE | $2,757 | $2,781-0.9% | $4,084-32.5% | $3,767-26.8% |
| Admin fee / account holder | $10,708 | $4,146+158.3% | $8,777+22.0% | $2,969+260.7% |