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 | $47,151 | $183,519-74.3% | $155,509-69.7% | $145,922-67.7% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 18.88% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.4pp |
| Employer contribution / active EE | $567 | $5,313-89.3% | $4,672-87.9% | $4,660-87.8% |
| Participant deferral / active EE | $5,878 | $6,462-9.0% | $5,626+4.5% | $6,688-12.1% |
| Admin fee / account holder | $11,954 | $19,313-38.1% | $15,912-24.9% | $13,397-10.8% |