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 | $65,171 | $97,744-33.3% | $103,476-37.0% | $145,922-55.3% |
| Participation rate | 64.3% | 81.1%-16.8pp | 80.5%-16.2pp | 80.3%-16.0pp |
| Annual return | 22.14% | 25.41%-3.3pp | 23.90%-1.8pp | 561.29%-539.1pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,715 | $6,603-43.7% | $6,623-43.9% | $6,688-44.5% |
| Admin fee / account holder | $7,675 | $12,515-38.7% | $9,413-18.5% | $13,397-42.7% |