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 | $45,960 | $106,515-56.9% | $96,683-52.5% | $139,434-67.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 12.12% | 38.43%-26.3pp | 35.69%-23.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $558 | $4,103-86.4% | $3,737-85.1% | $4,751-88.3% |
| Participant deferral / active EE | $1,727 | $5,454-68.3% | $4,878-64.6% | $6,710-74.3% |
| Admin fee / account holder | $407 | $7,877-94.8% | $6,730-94.0% | $11,403-96.4% |