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 7-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 | $117,010 | $201,272-41.9% | $184,203-36.5% | $145,922-19.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 12.24% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,425 | $7,022-79.7% | $6,427-77.8% | $4,660-69.4% |
| Participant deferral / active EE | $8,225 | $9,806-16.1% | $9,131-9.9% | $6,688+23.0% |
| Admin fee / account holder | $20,704 | $16,364+26.5% | $13,901+48.9% | $13,397+54.5% |