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 | $49,584 | $177,572-72.1% | $154,803-68.0% | $142,382-65.2% |
| Participation rate | 30.8% | 82.1%-51.3pp | 78.1%-47.3pp | 80.1%-49.4pp |
| Annual return | 20.67% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $598 | $4,810-87.6% | $4,305-86.1% | $4,299-86.1% |
| Participant deferral / active EE | $2,604 | $6,272-58.5% | $5,540-53.0% | $6,507-60.0% |
| Admin fee / account holder | $451 | $16,786-97.3% | $14,329-96.9% | $12,624-96.4% |