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 | $126,124 | $89,753+40.5% | $107,525+17.3% | $84,808+48.7% |
| Participation rate | 37.9% | 68.1%-30.1pp | 75.1%-37.1pp | 68.3%-30.4pp |
| Annual return | 13.17% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $762 | $3,113-75.5% | $3,754-79.7% | $2,631-71.0% |
| Participant deferral / active EE | $2,033 | $4,056-49.9% | $5,116-60.2% | $4,212-51.7% |
| Admin fee / account holder | $3,100 | $7,222-57.1% | $8,919-65.2% | $7,344-57.8% |