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 | $162,396 | $54,705+196.9% | $71,209+128.1% | $84,808+91.5% |
| Participation rate | 7.8% | 64.1%-56.3pp | 73.8%-66.0pp | 68.3%-60.5pp |
| Annual return | 22.70% | 35.90%-13.2pp | 282.51%-259.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $178 | $2,158-91.8% | $2,721-93.5% | $2,631-93.2% |
| Participant deferral / active EE | $1,205 | $3,030-60.3% | $4,175-71.1% | $4,212-71.4% |
| Admin fee / account holder | $1,205 | $4,863-75.2% | $5,349-77.5% | $7,344-83.6% |