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 | $144,177 | $73,933+95.0% | $96,683+49.1% | $75,163+91.8% |
| Participation rate | 53.8% | 66.4%-12.6pp | 74.3%-20.5pp | 67.2%-13.3pp |
| Annual return | 14.33% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $283 | $2,928-90.3% | $3,737-92.4% | $2,670-89.4% |
| Participant deferral / active EE | $1,706 | $3,659-53.4% | $4,878-65.0% | $4,125-58.6% |
| Admin fee / account holder | $966 | $5,216-81.5% | $6,730-85.7% | $5,651-82.9% |