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 | $83,424 | $109,413-23.8% | $156,263-46.6% | $84,808-1.6% |
| Participation rate | 34.1% | 72.7%-38.6pp | 78.9%-44.8pp | 68.3%-34.2pp |
| Annual return | 40.43% | 20.18%+20.2pp | 59.47%-19.0pp | 40.90%-0.5pp |
| Employer contribution / active EE | $380 | $2,907-86.9% | $4,333-91.2% | $2,631-85.5% |
| Participant deferral / active EE | $2,509 | $4,590-45.3% | $6,158-59.3% | $4,212-40.4% |
| Admin fee / account holder | $9,475 | $9,357+1.3% | $14,255-33.5% | $7,344+29.0% |