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 | $138,908 | $89,753+54.8% | $107,525+29.2% | $84,808+63.8% |
| Participation rate | 67.6% | 68.1%-0.4pp | 75.1%-7.4pp | 68.3%-0.7pp |
| Annual return | 13.12% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $568 | $3,113-81.8% | $3,754-84.9% | $2,631-78.4% |
| Participant deferral / active EE | $3,709 | $4,056-8.6% | $5,116-27.5% | $4,212-11.9% |
| Admin fee / account holder | $1,089 | $7,222-84.9% | $8,919-87.8% | $7,344-85.2% |