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 4-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 | $40,200 | $74,888-46.3% | $71,209-43.5% | $142,382-71.8% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.1%-38.5pp |
| Annual return | 16.64% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $378 | $2,854-86.7% | $2,721-86.1% | $4,299-91.2% |
| Participant deferral / active EE | $3,014 | $4,454-32.3% | $4,175-27.8% | $6,507-53.7% |
| Admin fee / account holder | $413 | $5,568-92.6% | $5,349-92.3% | $12,624-96.7% |