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 | $112,423 | $95,803+17.3% | $113,168-0.7% | $84,808+32.6% |
| Participation rate | 43.5% | 72.9%-29.3pp | 76.6%-33.0pp | 68.3%-24.8pp |
| Annual return | 16.56% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $355 | $2,360-85.0% | $2,975-88.1% | $2,631-86.5% |
| Participant deferral / active EE | $2,749 | $4,242-35.2% | $5,107-46.2% | $4,212-34.7% |
| Admin fee / account holder | $10,618 | $8,989+18.1% | $12,068-12.0% | $7,344+44.6% |