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 5-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 | $91,502 | $177,572-48.5% | $154,803-40.9% | $142,382-35.7% |
| Participation rate | 22.2% | 82.1%-59.8pp | 78.1%-55.8pp | 80.1%-57.9pp |
| Annual return | 22.93% | 65.07%-42.1pp | 58.88%-36.0pp | 217.08%-194.1pp |
| Employer contribution / active EE | $756 | $4,810-84.3% | $4,305-82.4% | $4,299-82.4% |
| Participant deferral / active EE | $2,972 | $6,272-52.6% | $5,540-46.4% | $6,507-54.3% |
| Admin fee / account holder | $335 | $16,786-98.0% | $14,329-97.7% | $12,624-97.3% |