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 | $99,474 | $148,534-33.0% | $135,903-26.8% | $139,434-28.7% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 14.62% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $835 | $5,243-84.1% | $4,856-82.8% | $4,751-82.4% |
| Participant deferral / active EE | $3,098 | $8,100-61.8% | $7,758-60.1% | $6,710-53.8% |
| Admin fee / account holder | $1,020 | $12,400-91.8% | $10,762-90.5% | $11,403-91.1% |