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 | $97,064 | $72,277+34.3% | $101,248-4.1% | $79,858+21.5% |
| Participation rate | 55.7% | 68.5%-12.7pp | 75.8%-20.1pp | 69.6%-13.9pp |
| Annual return | 12.67% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $550 | $2,692-79.6% | $3,660-85.0% | $2,471-77.7% |
| Participant deferral / active EE | $2,335 | $3,282-28.9% | $4,370-46.6% | $3,740-37.6% |
| Admin fee / account holder | $1,488 | $4,400-66.2% | $5,945-75.0% | $5,306-72.0% |