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 | $104,480 | $117,841-11.3% | $102,423+2.0% | $145,922-28.4% |
| Participation rate | 68.8% | 78.6%-9.8pp | 76.5%-7.7pp | 80.3%-11.5pp |
| Annual return | 21.97% | 31.65%-9.7pp | 29.32%-7.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $501 | $3,615-86.1% | $3,023-83.4% | $4,660-89.2% |
| Participant deferral / active EE | $4,149 | $5,731-27.6% | $5,053-17.9% | $6,688-38.0% |
| Admin fee / account holder | $1,111 | $13,326-91.7% | $9,451-88.2% | $13,397-91.7% |