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 | $36,509 | $157,256-76.8% | $141,162-74.1% | $152,861-76.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 29.73% | 64.32%-34.6pp | 71.39%-41.7pp | 345.32%-315.6pp |
| Employer contribution / active EE | $458 | $5,261-91.3% | $4,735-90.3% | $4,762-90.4% |
| Participant deferral / active EE | $8,204 | $7,109+15.4% | $6,709+22.3% | $5,850+40.2% |
| Admin fee / account holder | $7,552 | $12,120-37.7% | $10,261-26.4% | $11,596-34.9% |