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 9-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 | $26,812 | $60,323-55.6% | $81,812-67.2% | $74,495-64.0% |
| Participation rate | 33.9% | 62.9%-29.0pp | 72.3%-38.5pp | 67.2%-33.3pp |
| Annual return | 12.38% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $301 | $2,620-88.5% | $2,912-89.7% | $2,623-88.5% |
| Participant deferral / active EE | $1,372 | $3,387-59.5% | $4,319-68.2% | $4,346-68.4% |
| Admin fee / account holder | $802 | $1,486-46.0% | $7,386-89.1% | $1,942-58.7% |