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 6-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 | $67,868 | $86,944-21.9% | $107,525-36.9% | $74,304-8.7% |
| Participation rate | 19.8% | 59.6%-39.7pp | 75.1%-55.3pp | 60.3%-40.5pp |
| Annual return | 18.74% | 23.52%-4.8pp | 181.32%-162.6pp | 29.43%-10.7pp |
| Employer contribution / active EE | $551 | $2,757-80.0% | $3,754-85.3% | $2,241-75.4% |
| Participant deferral / active EE | $2,246 | $3,554-36.8% | $5,116-56.1% | $3,767-40.4% |
| Admin fee / account holder | $1,059 | $3,727-71.6% | $8,919-88.1% | $2,969-64.3% |