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 | $131,015 | $74,927+74.9% | $101,794+28.7% | $84,808+54.5% |
| Participation rate | 47.0% | 61.4%-14.4pp | 69.2%-22.2pp | 68.3%-21.3pp |
| Annual return | 14.88% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $259 | $1,522-83.0% | $2,289-88.7% | $2,631-90.2% |
| Participant deferral / active EE | $3,177 | $3,099+2.5% | $4,084-22.2% | $4,212-24.6% |
| Admin fee / account holder | $7,832 | $6,514+20.2% | $8,777-10.8% | $7,344+6.7% |