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 | $25,046 | $202,432-87.6% | $169,368-85.2% | $139,434-82.0% |
| Participation rate | 57.1% | 81.1%-23.9pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 15.69% | 531.74%-516.0pp | 405.60%-389.9pp | 372.94%-357.3pp |
| Employer contribution / active EE | $294 | $4,692-93.7% | $4,013-92.7% | $4,751-93.8% |
| Participant deferral / active EE | $3,261 | $6,938-53.0% | $6,221-47.6% | $6,710-51.4% |
| Admin fee / account holder | $6,090 | $10,708-43.1% | $9,003-32.4% | $11,403-46.6% |