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 9-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 | $116,614 | $148,534-21.5% | $135,903-14.2% | $139,434-16.4% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.0pp |
| Annual return | 20.26% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $506 | $5,243-90.4% | $4,856-89.6% | $4,751-89.4% |
| Participant deferral / active EE | $2,757 | $8,100-66.0% | $7,758-64.5% | $6,710-58.9% |
| Admin fee / account holder | $318 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |