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 8-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 | $16,905 | $54,517-69.0% | $75,972-77.7% | $74,495-77.3% |
| Participation rate | 36.0% | 60.3%-24.4pp | 69.1%-33.1pp | 67.2%-31.2pp |
| Annual return | 25.86% | 31.82%-6.0pp | 359.55%-333.7pp | 1364.94%-1339.1pp |
| Employer contribution / active EE | $160 | $1,777-91.0% | $2,685-94.1% | $2,623-93.9% |
| Participant deferral / active EE | $1,092 | $3,066-64.4% | $4,255-74.4% | $4,346-74.9% |
| Admin fee / account holder | $2,398 | $2,229+7.6% | $6,467-62.9% | $1,942+23.5% |