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 4-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 | $16,716 | $60,892-72.5% | $82,389-79.7% | $84,808-80.3% |
| Participation rate | 46.2% | 63.3%-17.1pp | 69.5%-23.4pp | 68.3%-22.2pp |
| Annual return | 67.45% | 37.29%+30.2pp | 28.67%+38.8pp | 40.90%+26.6pp |
| Employer contribution / active EE | $267 | $1,779-85.0% | $2,517-89.4% | $2,631-89.9% |
| Participant deferral / active EE | $1,216 | $3,179-61.7% | $4,155-70.7% | $4,212-71.1% |
| Admin fee / account holder | $1,082 | $5,467-80.2% | $7,231-85.0% | $7,344-85.3% |