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 | $146,080 | $177,572-17.7% | $154,803-5.6% | $142,382+2.6% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 27.53% | 65.07%-37.5pp | 58.88%-31.4pp | 217.08%-189.5pp |
| Employer contribution / active EE | $876 | $4,810-81.8% | $4,305-79.7% | $4,299-79.6% |
| Participant deferral / active EE | $4,076 | $6,272-35.0% | $5,540-26.4% | $6,507-37.4% |
| Admin fee / account holder | $9,803 | $16,786-41.6% | $14,329-31.6% | $12,624-22.3% |