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 | $20,507 | $53,053-61.3% | $126,539-83.8% | $74,304-72.4% |
| Participation rate | 29.5% | 48.0%-18.6pp | 69.8%-40.4pp | 60.3%-30.9pp |
| Annual return | 19.38% | 29.46%-10.1pp | 425.95%-406.6pp | 29.43%-10.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,495 | $2,303-35.1% | $4,083-63.4% | $3,767-60.3% |
| Admin fee / account holder | $1,128 | $3,698-69.5% | $6,065-81.4% | $2,969-62.0% |