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 | $126,968 | $78,926+60.9% | $136,749-7.2% | $84,808+49.7% |
| Participation rate | 39.6% | 62.2%-22.6pp | 72.1%-32.6pp | 68.3%-28.7pp |
| Annual return | 19.52% | 18.17%+1.4pp | 24.33%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $235 | $2,134-89.0% | $3,400-93.1% | $2,631-91.1% |
| Participant deferral / active EE | $1,169 | $3,168-63.1% | $4,692-75.1% | $4,212-72.2% |
| Admin fee / account holder | $9,396 | $6,369+47.5% | $11,386-17.5% | $7,344+28.0% |