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 3-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 | $25,783 | $102,317-74.8% | $146,958-82.5% | $80,856-68.1% |
| Participation rate | 53.8% | 75.8%-22.1pp | 82.2%-28.4pp | 67.6%-13.9pp |
| Annual return | 13.10% | 134.76%-121.7pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $358 | $3,713-90.4% | $4,933-92.7% | $2,755-87.0% |
| Participant deferral / active EE | $3,058 | $6,644-54.0% | $8,070-62.1% | $4,296-28.8% |
| Admin fee / account holder | $1,572 | $7,941-80.2% | $12,998-87.9% | $6,918-77.3% |