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 | $30,884 | $48,230-36.0% | $67,502-54.2% | $80,856-61.8% |
| Participation rate | 14.3% | 66.4%-52.1pp | 72.9%-58.6pp | 67.6%-53.4pp |
| Annual return | 17.75% | 18.28%-0.5pp | 3512.12%-3494.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $273 | $2,020-86.5% | $2,731-90.0% | $2,755-90.1% |
| Participant deferral / active EE | $1,164 | $2,924-60.2% | $4,000-70.9% | $4,296-72.9% |
| Admin fee / account holder | $768 | $3,681-79.1% | $3,998-80.8% | $6,918-88.9% |