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 | $124,344 | $179,726-30.8% | $156,263-20.4% | $142,382-12.7% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.9%-15.7pp | 80.1%-17.0pp |
| Annual return | 13.32% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $676 | $5,069-86.7% | $4,333-84.4% | $4,299-84.3% |
| Participant deferral / active EE | $3,658 | $6,956-47.4% | $6,158-40.6% | $6,507-43.8% |
| Admin fee / account holder | $3,542 | $17,272-79.5% | $14,255-75.2% | $12,624-71.9% |