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 5-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 | $139,922 | $177,572-21.2% | $154,803-9.6% | $142,382-1.7% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 21.81% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $566 | $4,810-88.2% | $4,305-86.8% | $4,299-86.8% |
| Participant deferral / active EE | $6,271 | $6,2720% | $5,540+13.2% | $6,507-3.6% |
| Admin fee / account holder | $1,115 | $16,786-93.4% | $14,329-92.2% | $12,624-91.2% |