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 9-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 | $31,109 | $50,982-39.0% | $154,803-79.9% | $85,563-63.6% |
| Participation rate | 20.8% | 59.8%-39.0pp | 78.1%-57.3pp | 66.0%-45.2pp |
| Annual return | 16.07% | 30.35%-14.3pp | 58.88%-42.8pp | 31.51%-15.4pp |
| Employer contribution / active EE | $180 | $1,708-89.5% | $4,305-95.8% | $2,654-93.2% |
| Participant deferral / active EE | $704 | $2,474-71.6% | $5,540-87.3% | $4,375-83.9% |
| Admin fee / account holder | $3,957 | $846+367.8% | $14,329-72.4% | $834+374.3% |