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 | $106,272 | $152,587-30.4% | $125,175-15.1% | $152,861-30.5% |
| Participation rate | 40.9% | 83.3%-42.4pp | 79.8%-38.9pp | 82.4%-41.5pp |
| Annual return | 19.66% | 54.84%-35.2pp | 43.79%-24.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $735 | $4,946-85.1% | $3,865-81.0% | $4,762-84.6% |
| Participant deferral / active EE | $2,697 | $5,868-54.0% | $4,937-45.4% | $5,850-53.9% |
| Admin fee / account holder | $9,845 | $13,434-26.7% | $9,702+1.5% | $11,596-15.1% |