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 | $60,920 | $109,881-44.6% | $150,045-59.4% | $84,808-28.2% |
| Participation rate | 40.2% | 76.1%-35.9pp | 82.3%-42.1pp | 68.3%-28.1pp |
| Annual return | 23.41% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $30 | $3,561-99.2% | $4,693-99.4% | $2,631-98.9% |
| Participant deferral / active EE | $3,779 | $6,636-43.0% | $7,997-52.7% | $4,212-10.3% |
| Admin fee / account holder | $820 | $8,568-90.4% | $13,435-93.9% | $7,344-88.8% |