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 3-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 | $15,495 | $177,572-91.3% | $154,803-90.0% | $142,382-89.1% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 25.59% | 65.07%-39.5pp | 58.88%-33.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $263 | $4,810-94.5% | $4,305-93.9% | $4,299-93.9% |
| Participant deferral / active EE | $2,366 | $6,272-62.3% | $5,540-57.3% | $6,507-63.6% |
| Admin fee / account holder | $395 | $16,786-97.6% | $14,329-97.2% | $12,624-96.9% |