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 | $112,921 | $202,432-44.2% | $169,368-33.3% | $139,434-19.0% |
| Participation rate | 22.7% | 81.1%-58.3pp | 77.1%-54.4pp | 80.3%-57.6pp |
| Annual return | 11.03% | 531.74%-520.7pp | 405.60%-394.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,835 | $6,938-59.1% | $6,221-54.4% | $6,710-57.7% |
| Admin fee / account holder | $876 | $10,708-91.8% | $9,003-90.3% | $11,403-92.3% |