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 | $84,108 | $177,572-52.6% | $154,803-45.7% | $142,382-40.9% |
| Participation rate | 43.5% | 82.1%-38.6pp | 78.1%-34.6pp | 80.1%-36.6pp |
| Annual return | 17.20% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $538 | $4,810-88.8% | $4,305-87.5% | $4,299-87.5% |
| Participant deferral / active EE | $2,597 | $6,272-58.6% | $5,540-53.1% | $6,507-60.1% |
| Admin fee / account holder | $866 | $16,786-94.8% | $14,329-94.0% | $12,624-93.1% |