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 | $51,030 | $177,572-71.3% | $154,803-67.0% | $142,382-64.2% |
| Participation rate | 22.2% | 82.1%-59.8pp | 78.1%-55.8pp | 80.1%-57.9pp |
| Annual return | 22.09% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $801 | $4,810-83.4% | $4,305-81.4% | $4,299-81.4% |
| Participant deferral / active EE | $3,186 | $6,272-49.2% | $5,540-42.5% | $6,507-51.0% |
| Admin fee / account holder | $456 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |