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 3-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 | $51,512 | $95,561-46.1% | $77,163-33.2% | $139,434-63.1% |
| Participation rate | 58.3% | 73.9%-15.6pp | 69.6%-11.2pp | 80.3%-22.0pp |
| Annual return | 12.96% | 54.92%-42.0pp | 37.87%-24.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $181 | $3,147-94.2% | $2,535-92.8% | $4,751-96.2% |
| Participant deferral / active EE | $2,592 | $4,624-43.9% | $3,833-32.4% | $6,710-61.4% |
| Admin fee / account holder | $911 | $8,295-89.0% | $5,472-83.3% | $11,403-92.0% |