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 | $228,728 | $101,724+124.9% | $164,813+38.8% | $80,856+182.9% |
| Participation rate | 63.2% | 71.8%-8.7pp | 78.6%-15.4pp | 67.6%-4.5pp |
| Annual return | 14.60% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $590 | $2,953-80.0% | $4,341-86.4% | $2,755-78.6% |
| Participant deferral / active EE | $3,352 | $4,477-25.1% | $6,031-44.4% | $4,296-22.0% |
| Admin fee / account holder | $13,961 | $8,227+69.7% | $12,690+10.0% | $6,918+101.8% |