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 | $100,061 | $74,927+33.5% | $101,794-1.7% | $84,808+18.0% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.2%-29.2pp | 68.3%-28.3pp |
| Annual return | 15.47% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $140 | $1,522-90.8% | $2,289-93.9% | $2,631-94.7% |
| Participant deferral / active EE | $4,287 | $3,099+38.3% | $4,084+5.0% | $4,212+1.8% |
| Admin fee / account holder | $5,812 | $6,514-10.8% | $8,777-33.8% | $7,344-20.9% |