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 | $41,759 | $73,933-43.5% | $96,683-56.8% | $75,163-44.4% |
| Participation rate | 63.6% | 66.4%-2.8pp | 74.3%-10.7pp | 67.2%-3.6pp |
| Annual return | 14.68% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,069 | $3,659-16.1% | $4,878-37.1% | $4,125-25.6% |
| Admin fee / account holder | $4,897 | $5,216-6.1% | $6,730-27.2% | $5,651-13.3% |