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 | $97,508 | $76,367+27.7% | $93,606+4.2% | $72,985+33.6% |
| Participation rate | 68.3% | 71.7%-3.5pp | 75.8%-7.6pp | 69.5%-1.2pp |
| Annual return | 17.55% | 25.82%-8.3pp | 32.76%-15.2pp | 81.00%-63.5pp |
| Employer contribution / active EE | $333 | $2,275-85.3% | $2,718-87.7% | $2,440-86.3% |
| Participant deferral / active EE | $1,681 | $3,538-52.5% | $4,069-58.7% | $3,607-53.4% |
| Admin fee / account holder | $4,684 | $6,838-31.5% | $7,888-40.6% | $5,124-8.6% |