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 | $195,444 | $214,378-8.8% | $200,582-2.6% | $142,382+37.3% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.9%-61.9pp | 80.1%-55.1pp |
| Annual return | 14.02% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,056 | $6,841-84.6% | $6,419-83.5% | $4,299-75.4% |
| Participant deferral / active EE | $4,900 | $9,865-50.3% | $9,331-47.5% | $6,507-24.7% |
| Admin fee / account holder | $35,932 | $17,692+103.1% | $16,305+120.4% | $12,624+184.6% |