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 | $27,514 | $133,922-79.5% | $116,228-76.3% | $142,382-80.7% |
| Participation rate | 52.6% | 77.9%-25.2pp | 74.6%-21.9pp | 80.1%-27.5pp |
| Annual return | 14.46% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $76 | $3,446-97.8% | $2,994-97.5% | $4,299-98.2% |
| Participant deferral / active EE | $6,648 | $5,672+17.2% | $4,953+34.2% | $6,507+2.2% |
| Admin fee / account holder | $7,983 | $14,945-46.6% | $11,989-33.4% | $12,624-36.8% |