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 | $32,859 | $179,726-81.7% | $156,263-79.0% | $142,382-76.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 10.32% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $934 | $5,069-81.6% | $4,333-78.4% | $4,299-78.3% |
| Participant deferral / active EE | $4,120 | $6,956-40.8% | $6,158-33.1% | $6,507-36.7% |
| Admin fee / account holder | $2,356 | $17,272-86.4% | $14,255-83.5% | $12,624-81.3% |