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 | $118,259 | $78,422+50.8% | $95,952+23.2% | $79,858+48.1% |
| Participation rate | 56.3% | 73.5%-17.2pp | 77.1%-20.8pp | 69.6%-13.4pp |
| Annual return | 14.87% | 19.37%-4.5pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $415 | $1,945-78.7% | $2,541-83.7% | $2,471-83.2% |
| Participant deferral / active EE | $1,833 | $3,440-46.7% | $4,167-56.0% | $3,740-51.0% |
| Admin fee / account holder | $5,592 | $5,622-0.5% | $6,795-17.7% | $5,306+5.4% |