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 9-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 | $67,197 | $165,335-59.4% | $149,696-55.1% | $158,922-57.7% |
| Participation rate | 38.1% | 84.6%-46.5pp | 82.5%-44.4pp | 82.0%-43.9pp |
| Annual return | 12.14% | 348.15%-336.0pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,669 | $7,181-62.8% | $6,842-61.0% | $5,982-55.4% |
| Admin fee / account holder | $14,530 | $10,807+34.5% | $9,309+56.1% | $11,246+29.2% |