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 | $139,132 | $148,534-6.3% | $135,903+2.4% | $139,434-0.2% |
| Participation rate | 60.9% | 83.9%-23.0pp | 81.9%-21.0pp | 80.3%-19.4pp |
| Annual return | 18.20% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $537 | $5,243-89.7% | $4,856-88.9% | $4,751-88.7% |
| Participant deferral / active EE | $2,890 | $8,100-64.3% | $7,758-62.7% | $6,710-56.9% |
| Admin fee / account holder | $4,421 | $12,400-64.3% | $10,762-58.9% | $11,403-61.2% |