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 4-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 | $44,066 | $183,519-76.0% | $155,509-71.7% | $145,922-69.8% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 13.03% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $908 | $5,313-82.9% | $4,672-80.6% | $4,660-80.5% |
| Participant deferral / active EE | $1,936 | $6,462-70.0% | $5,626-65.6% | $6,688-71.1% |
| Admin fee / account holder | $5,581 | $19,313-71.1% | $15,912-64.9% | $13,397-58.3% |