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 5-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 | $21,206 | $106,515-80.1% | $96,683-78.1% | $139,434-84.8% |
| Participation rate | 13.3% | 77.8%-64.5pp | 74.3%-61.0pp | 80.3%-67.0pp |
| Annual return | 12.99% | 38.43%-25.4pp | 35.69%-22.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $631 | $4,103-84.6% | $3,737-83.1% | $4,751-86.7% |
| Participant deferral / active EE | $2,256 | $5,454-58.6% | $4,878-53.8% | $6,710-66.4% |
| Admin fee / account holder | $3,084 | $7,877-60.8% | $6,730-54.2% | $11,403-73.0% |