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 | $134,990 | $179,726-24.9% | $156,263-13.6% | $142,382-5.2% |
| Participation rate | 43.8% | 82.1%-38.3pp | 78.9%-35.2pp | 80.1%-36.4pp |
| Annual return | 13.64% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $917 | $5,069-81.9% | $4,333-78.8% | $4,299-78.7% |
| Participant deferral / active EE | $3,609 | $6,956-48.1% | $6,158-41.4% | $6,507-44.5% |
| Admin fee / account holder | $1,446 | $17,272-91.6% | $14,255-89.9% | $12,624-88.5% |