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 | $4,988 | $24,730-79.8% | $66,042-92.4% | $84,808-94.1% |
| Participation rate | 68.1% | 68.1%0pp | 67.5%+0.6pp | 68.3%-0.2pp |
| Annual return | 19.31% | 79.55%-60.2pp | 52.11%-32.8pp | 40.90%-21.6pp |
| Employer contribution / active EE | $178 | $857-79.3% | $1,579-88.8% | $2,631-93.2% |
| Participant deferral / active EE | $1,381 | $1,737-20.5% | $2,835-51.3% | $4,212-67.2% |
| Admin fee / account holder | $1,197 | $3,014-60.3% | $5,747-79.2% | $7,344-83.7% |