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 | $105,069 | $109,413-4.0% | $156,263-32.8% | $84,808+23.9% |
| Participation rate | 57.6% | 72.7%-15.1pp | 78.9%-21.3pp | 68.3%-10.7pp |
| Annual return | 14.02% | 20.18%-6.2pp | 59.47%-45.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $542 | $2,907-81.3% | $4,333-87.5% | $2,631-79.4% |
| Participant deferral / active EE | $3,063 | $4,590-33.3% | $6,158-50.3% | $4,212-27.3% |
| Admin fee / account holder | $12,074 | $9,357+29.0% | $14,255-15.3% | $7,344+64.4% |