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 4-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 | $52,079 | $48,230+8.0% | $67,502-22.8% | $80,856-35.6% |
| Participation rate | 38.9% | 66.4%-27.5pp | 72.9%-34.0pp | 67.6%-28.7pp |
| Annual return | 0.00% | 18.28%-18.3pp | 3512.12%-3512.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $362 | $2,020-82.1% | $2,731-86.7% | $2,755-86.9% |
| Participant deferral / active EE | $1,845 | $2,924-36.9% | $4,000-53.9% | $4,296-57.1% |
| Admin fee / account holder | $1,282 | $3,681-65.2% | $3,998-67.9% | $6,918-81.5% |