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 | $114,658 | $86,929+31.9% | $102,423+11.9% | $80,856+41.8% |
| Participation rate | 37.5% | 72.4%-34.9pp | 76.5%-39.0pp | 67.6%-30.1pp |
| Annual return | 12.17% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $360 | $2,369-84.8% | $3,023-88.1% | $2,755-86.9% |
| Participant deferral / active EE | $3,593 | $4,118-12.8% | $5,053-28.9% | $4,296-16.4% |
| Admin fee / account holder | $7,009 | $8,049-12.9% | $9,451-25.8% | $6,918+1.3% |