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 | $12,439 | $114,381-89.1% | $107,525-88.4% | $142,382-91.3% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.1%-52.9pp | 80.1%-57.9pp |
| Annual return | 21.62% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $812 | $4,015-79.8% | $3,754-78.4% | $4,299-81.1% |
| Participant deferral / active EE | $1,885 | $5,564-66.1% | $5,116-63.1% | $6,507-71.0% |
| Admin fee / account holder | $3,665 | $9,860-62.8% | $8,919-58.9% | $12,624-71.0% |