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 | $78,534 | $117,983-33.4% | $101,794-22.9% | $142,382-44.8% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.2%-39.2pp | 80.1%-50.1pp |
| Annual return | 13.87% | 36.92%-23.0pp | 30.53%-16.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $312 | $2,773-88.8% | $2,289-86.4% | $4,299-92.7% |
| Participant deferral / active EE | $3,668 | $4,714-22.2% | $4,084-10.2% | $6,507-43.6% |
| Admin fee / account holder | $7,898 | $10,433-24.3% | $8,777-10.0% | $12,624-37.4% |