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 | $82,285 | $80,968+1.6% | $96,544-14.8% | $75,163+9.5% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 13.50% | 27.06%-13.6pp | 25.84%-12.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $428 | $2,282-81.2% | $2,965-85.6% | $2,670-84.0% |
| Participant deferral / active EE | $2,079 | $3,928-47.1% | $4,851-57.1% | $4,125-49.6% |
| Admin fee / account holder | $1,518 | $6,724-77.4% | $8,252-81.6% | $5,651-73.1% |