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 7-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 | $36,736 | $80,717-54.5% | $154,803-76.3% | $84,808-56.7% |
| Participation rate | 20.4% | 66.8%-46.4pp | 78.1%-57.7pp | 68.3%-47.9pp |
| Annual return | 56.03% | 37.96%+18.1pp | 58.88%-2.9pp | 40.90%+15.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $963 | $3,303-70.9% | $5,540-82.6% | $4,212-77.1% |
| Admin fee / account holder | $1,784 | $6,746-73.5% | $14,329-87.5% | $7,344-75.7% |