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 5-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 | $30,565 | $165,984-81.6% | $164,813-81.5% | $145,922-79.1% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.6%-24.8pp | 80.3%-26.4pp |
| Annual return | 21.89% | 100.03%-78.1pp | 69.93%-48.0pp | 561.29%-539.4pp |
| Employer contribution / active EE | $897 | $5,273-83.0% | $4,341-79.3% | $4,660-80.7% |
| Participant deferral / active EE | $4,182 | $6,959-39.9% | $6,031-30.7% | $6,688-37.5% |
| Admin fee / account holder | $1,352 | $16,648-91.9% | $12,690-89.3% | $13,397-89.9% |