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 | $35,895 | $70,475-49.1% | $100,516-64.3% | $79,858-55.1% |
| Participation rate | 63.0% | 73.7%-10.7pp | 79.4%-16.4pp | 69.6%-6.7pp |
| Annual return | 21.80% | 21.90%-0.1pp | 30.89%-9.1pp | 31.71%-9.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,912 | $5,181+52.7% | $6,270+26.2% | $3,740+111.6% |
| Admin fee / account holder | $4,761 | $4,478+6.3% | $8,081-41.1% | $5,306-10.3% |