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 | $107,929 | $142,405-24.2% | $115,157-6.3% | $152,861-29.4% |
| Participation rate | 30.0% | 82.4%-52.4pp | 75.9%-45.9pp | 82.4%-52.4pp |
| Annual return | 23.70% | 41.48%-17.8pp | 35.60%-11.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $744 | $4,010-81.4% | $3,179-76.6% | $4,762-84.4% |
| Participant deferral / active EE | $1,733 | $5,164-66.4% | $4,168-58.4% | $5,850-70.4% |
| Admin fee / account holder | $3,551 | $8,462-58.0% | $7,088-49.9% | $11,596-69.4% |