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 6-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 | $69,299 | $159,602-56.6% | $150,045-53.8% | $142,382-51.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 23.70% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $893 | $4,961-82.0% | $4,693-81.0% | $4,299-79.2% |
| Participant deferral / active EE | $10,464 | $8,310+25.9% | $7,997+30.8% | $6,507+60.8% |
| Admin fee / account holder | $383 | $14,846-97.4% | $13,435-97.2% | $12,624-97.0% |