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 | $38,095 | $162,781-76.6% | $133,956-71.6% | $158,922-76.0% |
| Participation rate | 52.4% | 83.2%-30.8pp | 79.8%-27.5pp | 82.0%-29.6pp |
| Annual return | 15.65% | 41.94%-26.3pp | 45.09%-29.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,092 | $5,911+3.1% | $5,048+20.7% | $5,982+1.8% |
| Admin fee / account holder | $2,147 | $11,736-81.7% | $8,927-76.0% | $11,246-80.9% |