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 | $127,382 | $58,512+117.7% | $84,015+51.6% | $72,985+74.5% |
| Participation rate | 54.4% | 61.2%-6.8pp | 69.0%-14.6pp | 69.5%-15.1pp |
| Annual return | 17.71% | 28.93%-11.2pp | 71.31%-53.6pp | 81.00%-63.3pp |
| Employer contribution / active EE | $226 | $1,163-80.5% | $1,983-88.6% | $2,440-90.7% |
| Participant deferral / active EE | $1,697 | $2,394-29.1% | $3,239-47.6% | $3,607-52.9% |
| Admin fee / account holder | $1,316 | $4,569-71.2% | $6,101-78.4% | $5,124-74.3% |