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 | $46,402 | $96,484-51.9% | $156,263-70.3% | $74,304-37.6% |
| Participation rate | 46.4% | 67.7%-21.3pp | 78.9%-32.5pp | 60.3%-14.0pp |
| Annual return | 18.56% | 17.73%+0.8pp | 59.47%-40.9pp | 29.43%-10.9pp |
| Employer contribution / active EE | $505 | $2,528-80.0% | $4,333-88.3% | $2,241-77.4% |
| Participant deferral / active EE | $2,557 | $4,286-40.3% | $6,158-58.5% | $3,767-32.1% |
| Admin fee / account holder | $388 | $3,728-89.6% | $14,255-97.3% | $2,969-86.9% |