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 10-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 | $55,836 | $177,572-68.6% | $154,803-63.9% | $142,382-60.8% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.1%-24.7pp | 80.1%-26.8pp |
| Annual return | 12.55% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,811 | $6,272-71.1% | $5,540-67.3% | $6,507-72.2% |
| Admin fee / account holder | $736 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |