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 | $43,093 | $102,317-57.9% | $146,958-70.7% | $80,856-46.7% |
| Participation rate | 35.4% | 75.8%-40.4pp | 82.2%-46.8pp | 67.6%-32.3pp |
| Annual return | 18.67% | 134.76%-116.1pp | 418.34%-399.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,423 | $6,644-3.3% | $8,070-20.4% | $4,296+49.5% |
| Admin fee / account holder | $1,404 | $7,941-82.3% | $12,998-89.2% | $6,918-79.7% |