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 | $64,456 | $115,770-44.3% | $101,248-36.3% | $158,922-59.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 10.21% | 56.14%-45.9pp | 46.47%-36.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $552 | $4,175-86.8% | $3,660-84.9% | $4,761-88.4% |
| Participant deferral / active EE | $4,300 | $4,957-13.3% | $4,370-1.6% | $5,982-28.1% |
| Admin fee / account holder | $2,437 | $7,245-66.4% | $5,945-59.0% | $11,246-78.3% |