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 | $121,136 | $165,984-27.0% | $164,813-26.5% | $145,922-17.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 15.79% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $989 | $5,273-81.3% | $4,341-77.2% | $4,660-78.8% |
| Participant deferral / active EE | $4,827 | $6,959-30.6% | $6,031-20.0% | $6,688-27.8% |
| Admin fee / account holder | $5,794 | $16,648-65.2% | $12,690-54.3% | $13,397-56.8% |