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 | $105,255 | $114,381-8.0% | $107,525-2.1% | $142,382-26.1% |
| Participation rate | 21.4% | 78.1%-56.7pp | 75.1%-53.6pp | 80.1%-58.7pp |
| Annual return | 15.71% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $742 | $4,015-81.5% | $3,754-80.2% | $4,299-82.7% |
| Participant deferral / active EE | $4,823 | $5,564-13.3% | $5,116-5.7% | $6,507-25.9% |
| Admin fee / account holder | $1,701 | $9,860-82.7% | $8,919-80.9% | $12,624-86.5% |