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 8-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 | $28,974 | $165,335-82.5% | $149,696-80.6% | $158,922-81.8% |
| Participation rate | 47.6% | 84.6%-37.0pp | 82.5%-34.9pp | 82.0%-34.3pp |
| Annual return | 19.12% | 348.15%-329.0pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $512 | $5,103-90.0% | $4,644-89.0% | $4,761-89.2% |
| Participant deferral / active EE | $3,450 | $7,181-52.0% | $6,842-49.6% | $5,982-42.3% |
| Admin fee / account holder | $951 | $10,807-91.2% | $9,309-89.8% | $11,246-91.5% |