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 | $139,488 | $197,591-29.4% | $177,821-21.6% | $158,922-12.2% |
| Participation rate | 56.5% | 88.5%-32.0pp | 87.7%-31.2pp | 82.0%-25.4pp |
| Annual return | 15.24% | 58.76%-43.5pp | 48.32%-33.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,914 | $8,405-53.4% | $7,714-49.3% | $5,982-34.6% |
| Admin fee / account holder | $663 | $15,399-95.7% | $12,427-94.7% | $11,246-94.1% |