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 | $41,310 | $73,933-44.1% | $96,683-57.3% | $75,163-45.0% |
| Participation rate | 62.9% | 66.4%-3.6pp | 74.3%-11.5pp | 67.2%-4.3pp |
| Annual return | 21.59% | 26.70%-5.1pp | 35.69%-14.1pp | 160.62%-139.0pp |
| Employer contribution / active EE | $557 | $2,928-81.0% | $3,737-85.1% | $2,670-79.1% |
| Participant deferral / active EE | $2,821 | $3,659-22.9% | $4,878-42.2% | $4,125-31.6% |
| Admin fee / account holder | $1,507 | $5,216-71.1% | $6,730-77.6% | $5,651-73.3% |