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 6-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 | $22,959 | $49,915-54.0% | $154,803-85.2% | $74,304-69.1% |
| Participation rate | 31.0% | 54.0%-22.9pp | 78.1%-47.0pp | 60.3%-29.3pp |
| Annual return | 17.00% | 34.06%-17.1pp | 58.88%-41.9pp | 29.43%-12.4pp |
| Employer contribution / active EE | $182 | $1,611-88.7% | $4,305-95.8% | $2,241-91.9% |
| Participant deferral / active EE | $936 | $2,255-58.5% | $5,540-83.1% | $3,767-75.1% |
| Admin fee / account holder | $400 | $2,189-81.7% | $14,329-97.2% | $2,969-86.5% |