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 8-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 | $27,964 | $167,484-83.3% | $151,611-81.6% | $134,475-79.2% |
| Participation rate | 68.4% | 88.4%-20.0pp | 87.5%-19.1pp | 81.2%-12.8pp |
| Annual return | -1.91% | 7.80%-9.7pp | 3.33%-5.2pp | 417.96%-419.9pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,609 | $8,986-48.7% | $8,363-44.9% | $6,400-28.0% |
| Admin fee / account holder | $871 | $13,783-93.7% | $11,616-92.5% | $11,426-92.4% |