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 | $53,218 | $85,022-37.4% | $70,515-24.5% | $139,434-61.8% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.3%-43.3pp | 80.3%-55.3pp |
| Annual return | 15.49% | 30.38%-14.9pp | 32.77%-17.3pp | 372.94%-357.4pp |
| Employer contribution / active EE | $286 | $3,909-92.7% | $2,973-90.4% | $4,751-94.0% |
| Participant deferral / active EE | $4,504 | $5,890-23.5% | $4,567-1.4% | $6,710-32.9% |
| Admin fee / account holder | $1,825 | $8,906-79.5% | $6,412-71.5% | $11,403-84.0% |