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 | $76,493 | $69,362+10.3% | $101,248-24.5% | $73,488+4.1% |
| Participation rate | 16.2% | 68.4%-52.2pp | 75.8%-59.6pp | 70.7%-54.5pp |
| Annual return | 20.25% | 18.46%+1.8pp | 46.47%-26.2pp | 28.51%-8.3pp |
| Employer contribution / active EE | $602 | $2,628-77.1% | $3,660-83.5% | $2,270-73.5% |
| Participant deferral / active EE | $1,460 | $3,300-55.8% | $4,370-66.6% | $3,740-61.0% |
| Admin fee / account holder | $471 | $704-33.1% | $5,945-92.1% | $513-8.2% |