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 | $73,244 | $148,534-50.7% | $135,903-46.1% | $139,434-47.5% |
| Participation rate | 29.2% | 83.9%-54.7pp | 81.9%-52.7pp | 80.3%-51.2pp |
| Annual return | 24.91% | 79.19%-54.3pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $460 | $5,243-91.2% | $4,856-90.5% | $4,751-90.3% |
| Participant deferral / active EE | $3,224 | $8,100-60.2% | $7,758-58.4% | $6,710-51.9% |
| Admin fee / account holder | $318 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |