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 6-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 | $41,338 | $102,317-59.6% | $146,958-71.9% | $80,856-48.9% |
| Participation rate | 37.7% | 75.8%-38.1pp | 82.2%-44.4pp | 67.6%-29.9pp |
| Annual return | 16.33% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $334 | $3,713-91.0% | $4,933-93.2% | $2,755-87.9% |
| Participant deferral / active EE | $3,104 | $6,644-53.3% | $8,070-61.5% | $4,296-27.7% |
| Admin fee / account holder | $1,237 | $7,941-84.4% | $12,998-90.5% | $6,918-82.1% |