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 | $89,431 | $52,279+71.1% | $89,3910% | $79,858+12.0% |
| Participation rate | 30.0% | 57.5%-27.5pp | 68.0%-38.0pp | 69.6%-39.6pp |
| Annual return | 14.59% | 22.16%-7.6pp | 245.62%-231.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,420 | $2,740-48.2% | $3,890-63.5% | $3,740-62.0% |
| Admin fee / account holder | $784 | $3,356-76.6% | $4,881-83.9% | $5,306-85.2% |