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 7-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 | $27,801 | $148,534-81.3% | $135,903-79.5% | $139,434-80.1% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 30.34% | 79.19%-48.9pp | 68.23%-37.9pp | 372.94%-342.6pp |
| Employer contribution / active EE | $592 | $5,243-88.7% | $4,856-87.8% | $4,751-87.5% |
| Participant deferral / active EE | $6,230 | $8,100-23.1% | $7,758-19.7% | $6,710-7.2% |
| Admin fee / account holder | $7,124 | $12,400-42.6% | $10,762-33.8% | $11,403-37.5% |