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 3-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 | $26,529 | $54,705-51.5% | $71,209-62.7% | $84,808-68.7% |
| Participation rate | 26.8% | 64.1%-37.3pp | 73.8%-47.0pp | 68.3%-41.5pp |
| Annual return | 15.22% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $54 | $2,158-97.5% | $2,721-98.0% | $2,631-98.0% |
| Participant deferral / active EE | $1,231 | $3,030-59.4% | $4,175-70.5% | $4,212-70.8% |
| Admin fee / account holder | $760 | $4,863-84.4% | $5,349-85.8% | $7,344-89.6% |