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 | $43,065 | $89,753-52.0% | $107,525-59.9% | $84,808-49.2% |
| Participation rate | 27.9% | 68.1%-40.1pp | 75.1%-47.1pp | 68.3%-40.4pp |
| Annual return | 15.65% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $683 | $3,113-78.1% | $3,754-81.8% | $2,631-74.0% |
| Participant deferral / active EE | $1,716 | $4,056-57.7% | $5,116-66.5% | $4,212-59.3% |
| Admin fee / account holder | $346 | $7,222-95.2% | $8,919-96.1% | $7,344-95.3% |