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 10-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 | $37,177 | $104,974-64.6% | $95,585-61.1% | $142,382-73.9% |
| Participation rate | 58.8% | 75.0%-16.1pp | 72.1%-13.2pp | 80.1%-21.3pp |
| Annual return | 14.84% | 210.33%-195.5pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,326 | $4,352-46.5% | $4,023-42.2% | $6,507-64.2% |
| Admin fee / account holder | $364 | $6,386-94.3% | $6,127-94.1% | $12,624-97.1% |