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 | $40,265 | $106,515-62.2% | $96,683-58.4% | $139,434-71.1% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 14.08% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $218 | $4,103-94.7% | $3,737-94.2% | $4,751-95.4% |
| Participant deferral / active EE | $5,669 | $5,454+3.9% | $4,878+16.2% | $6,710-15.5% |
| Admin fee / account holder | $623 | $7,877-92.1% | $6,730-90.7% | $11,403-94.5% |