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 | $146,295 | $179,726-18.6% | $156,263-6.4% | $142,382+2.7% |
| Participation rate | 68.4% | 82.1%-13.7pp | 78.9%-10.5pp | 80.1%-11.7pp |
| Annual return | 16.59% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $525 | $5,069-89.6% | $4,333-87.9% | $4,299-87.8% |
| Participant deferral / active EE | $6,796 | $6,956-2.3% | $6,158+10.4% | $6,507+4.4% |
| Admin fee / account holder | $3,058 | $17,272-82.3% | $14,255-78.5% | $12,624-75.8% |