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 | $18,090 | $159,602-88.7% | $150,045-87.9% | $142,382-87.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 20.86% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $514 | $4,961-89.6% | $4,693-89.0% | $4,299-88.0% |
| Participant deferral / active EE | $3,337 | $8,310-59.9% | $7,997-58.3% | $6,507-48.7% |
| Admin fee / account holder | $520 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |