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 | $102,351 | $177,572-42.4% | $154,803-33.9% | $142,382-28.1% |
| Participation rate | 9.1% | 82.1%-73.0pp | 78.1%-69.0pp | 80.1%-71.0pp |
| Annual return | 22.97% | 65.07%-42.1pp | 58.88%-35.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $567 | $4,810-88.2% | $4,305-86.8% | $4,299-86.8% |
| Participant deferral / active EE | $2,826 | $6,272-54.9% | $5,540-49.0% | $6,507-56.6% |
| Admin fee / account holder | $861 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |