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 | $53,710 | $165,984-67.6% | $164,813-67.4% | $145,922-63.2% |
| Participation rate | 9.5% | 82.0%-72.5pp | 78.6%-69.1pp | 80.3%-70.8pp |
| Annual return | 12.63% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $396 | $5,273-92.5% | $4,341-90.9% | $4,660-91.5% |
| Participant deferral / active EE | $2,362 | $6,959-66.1% | $6,031-60.8% | $6,688-64.7% |
| Admin fee / account holder | $674 | $16,648-96.0% | $12,690-94.7% | $13,397-95.0% |