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 | $181,548 | $177,572+2.2% | $154,803+17.3% | $142,382+27.5% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 26.68% | 65.07%-38.4pp | 58.88%-32.2pp | 217.08%-190.4pp |
| Employer contribution / active EE | $862 | $4,810-82.1% | $4,305-80.0% | $4,299-80.0% |
| Participant deferral / active EE | $5,742 | $6,272-8.5% | $5,540+3.6% | $6,507-11.8% |
| Admin fee / account holder | $7,211 | $16,786-57.0% | $14,329-49.7% | $12,624-42.9% |