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 | $171,259 | $177,572-3.6% | $154,803+10.6% | $142,382+20.3% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.1%-61.4pp | 80.1%-63.5pp |
| Annual return | 16.09% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $467 | $4,810-90.3% | $4,305-89.1% | $4,299-89.1% |
| Participant deferral / active EE | $4,551 | $6,272-27.4% | $5,540-17.9% | $6,507-30.1% |
| Admin fee / account holder | $11,746 | $16,786-30.0% | $14,329-18.0% | $12,624-7.0% |