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 7-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 | $53,518 | $185,822-71.2% | $169,993-68.5% | $139,434-61.6% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 16.89% | 60.50%-43.6pp | 53.37%-36.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,152 | $7,590-84.8% | $6,785-83.0% | $4,751-75.8% |
| Participant deferral / active EE | $5,804 | $11,622-50.1% | $10,408-44.2% | $6,710-13.5% |
| Admin fee / account holder | $351 | $15,381-97.7% | $12,815-97.3% | $11,403-96.9% |