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 | $65,625 | $56,053+17.1% | $75,972-13.6% | $80,856-18.8% |
| Participation rate | 68.0% | 62.0%+6.0pp | 69.1%-1.1pp | 67.6%+0.4pp |
| Annual return | 17.07% | 20.53%-3.5pp | 359.55%-342.5pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,120 | $3,052-63.3% | $4,255-73.7% | $4,296-73.9% |
| Admin fee / account holder | $5,794 | $5,234+10.7% | $6,467-10.4% | $6,918-16.2% |