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 7-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 | $33,680 | $89,753-62.5% | $107,525-68.7% | $84,808-60.3% |
| Participation rate | 41.9% | 68.1%-26.1pp | 75.1%-33.1pp | 68.3%-26.4pp |
| Annual return | 20.63% | 29.48%-8.8pp | 181.32%-160.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $280 | $3,113-91.0% | $3,754-92.5% | $2,631-89.4% |
| Participant deferral / active EE | $2,300 | $4,056-43.3% | $5,116-55.0% | $4,212-45.4% |
| Admin fee / account holder | $587 | $7,222-91.9% | $8,919-93.4% | $7,344-92.0% |