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 8-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 | $57,222 | $179,726-68.2% | $156,263-63.4% | $142,382-59.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 16.31% | 77.86%-61.5pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $868 | $5,069-82.9% | $4,333-80.0% | $4,299-79.8% |
| Participant deferral / active EE | $6,137 | $6,956-11.8% | $6,158-0.3% | $6,507-5.7% |
| Admin fee / account holder | $3,182 | $17,272-81.6% | $14,255-77.7% | $12,624-74.8% |