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 | $244,509 | $72,277+238.3% | $101,248+141.5% | $79,858+206.2% |
| Participation rate | 28.1% | 68.5%-40.3pp | 75.8%-47.7pp | 69.6%-41.5pp |
| Annual return | 21.59% | 22.30%-0.7pp | 46.47%-24.9pp | 31.71%-10.1pp |
| Employer contribution / active EE | $446 | $2,692-83.4% | $3,660-87.8% | $2,471-81.9% |
| Participant deferral / active EE | $1,640 | $3,282-50.0% | $4,370-62.5% | $3,740-56.2% |
| Admin fee / account holder | $7,094 | $4,400+61.2% | $5,945+19.3% | $5,306+33.7% |