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 9-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 | $43,368 | $103,376-58.0% | $87,100-50.2% | $152,861-71.6% |
| Participation rate | 41.7% | 79.3%-37.7pp | 76.9%-35.2pp | 82.4%-40.8pp |
| Annual return | 22.75% | 28.10%-5.4pp | 28.19%-5.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $91 | $3,220-97.2% | $2,521-96.4% | $4,762-98.1% |
| Participant deferral / active EE | $4,218 | $4,778-11.7% | $4,049+4.2% | $5,850-27.9% |
| Admin fee / account holder | $1,346 | $12,205-89.0% | $7,497-82.1% | $11,596-88.4% |