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 5-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 | $40,735 | $201,272-79.8% | $184,203-77.9% | $145,922-72.1% |
| Participation rate | 35.7% | 87.5%-51.8pp | 86.8%-51.1pp | 80.3%-44.6pp |
| Annual return | 24.82% | 29.00%-4.2pp | 28.81%-4.0pp | 561.29%-536.5pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,924 | $9,806-60.0% | $9,131-57.0% | $6,688-41.3% |
| Admin fee / account holder | $366 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |