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 9-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 | $58,099 | $47,848+21.4% | $81,478-28.7% | $70,131-17.2% |
| Participation rate | 28.9% | 58.3%-29.4pp | 68.0%-39.1pp | 69.5%-40.7pp |
| Annual return | 16.73% | 27.25%-10.5pp | 38.78%-22.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $128 | $1,527-91.6% | $2,568-95.0% | $2,342-94.5% |
| Participant deferral / active EE | $1,980 | $2,453-19.3% | $3,537-44.0% | $3,332-40.6% |
| Admin fee / account holder | $3,725 | $3,145+18.4% | $4,561-18.3% | $4,645-19.8% |