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 | $70,184 | $52,580+33.5% | $71,671-2.1% | $70,131+0.1% |
| Participation rate | 42.3% | 60.9%-18.6pp | 68.7%-26.4pp | 69.5%-27.2pp |
| Annual return | 17.68% | 20.25%-2.6pp | 20.65%-3.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $214 | $1,616-86.7% | $2,460-91.3% | $2,342-90.8% |
| Participant deferral / active EE | $2,954 | $2,386+23.8% | $3,438-14.1% | $3,332-11.3% |
| Admin fee / account holder | $831 | $3,653-77.3% | $5,558-85.0% | $4,645-82.1% |