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 | $118,844 | $127,065-6.5% | $113,168+5.0% | $142,382-16.5% |
| Participation rate | 44.4% | 79.2%-34.8pp | 76.6%-32.1pp | 80.1%-35.7pp |
| Annual return | 14.07% | 24.03%-10.0pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $719 | $3,442-79.1% | $2,975-75.8% | $4,299-83.3% |
| Participant deferral / active EE | $6,991 | $5,716+22.3% | $5,107+36.9% | $6,507+7.4% |
| Admin fee / account holder | $4,328 | $15,736-72.5% | $12,068-64.1% | $12,624-65.7% |