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 3-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 | $10,723 | $54,705-80.4% | $71,209-84.9% | $84,808-87.4% |
| Participation rate | 68.6% | 64.1%+4.5pp | 73.8%-5.2pp | 68.3%+0.3pp |
| Annual return | 24.22% | 35.90%-11.7pp | 282.51%-258.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,691 | $3,030+21.8% | $4,175-11.6% | $4,212-12.4% |
| Admin fee / account holder | $376 | $4,863-92.3% | $5,349-93.0% | $7,344-94.9% |