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 8-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 | $36,987 | $109,881-66.3% | $150,045-75.3% | $84,808-56.4% |
| Participation rate | 56.9% | 76.1%-19.2pp | 82.3%-25.4pp | 68.3%-11.4pp |
| Annual return | 30.37% | 28.25%+2.1pp | 62.55%-32.2pp | 40.90%-10.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,317 | $6,636-19.9% | $7,997-33.5% | $4,212+26.3% |
| Admin fee / account holder | $364 | $8,568-95.8% | $13,435-97.3% | $7,344-95.0% |