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 4-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 | $26,711 | $81,248-67.1% | $155,509-82.8% | $80,856-67.0% |
| Participation rate | 43.9% | 66.2%-22.3pp | 78.2%-34.3pp | 67.6%-23.7pp |
| Annual return | 49.27% | 33.31%+16.0pp | 64.67%-15.4pp | 35.59%+13.7pp |
| Employer contribution / active EE | $130 | $3,100-95.8% | $4,672-97.2% | $2,755-95.3% |
| Participant deferral / active EE | $4,260 | $3,452+23.4% | $5,626-24.3% | $4,296-0.8% |
| Admin fee / account holder | $1,320 | $7,997-83.5% | $15,912-91.7% | $6,918-80.9% |