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 | $60,845 | $67,984-10.5% | $65,493-7.1% | $74,304-18.1% |
| Participation rate | 26.7% | 66.3%-39.7pp | 73.1%-46.4pp | 60.3%-33.7pp |
| Annual return | 17.05% | 19.87%-2.8pp | 982.45%-965.4pp | 29.43%-12.4pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,151 | $3,346-65.6% | $3,961-70.9% | $3,767-69.4% |
| Admin fee / account holder | $6,141 | $1,373+347.3% | $5,028+22.1% | $2,969+106.8% |