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 | $24,987 | $48,230-48.2% | $67,502-63.0% | $80,856-69.1% |
| Participation rate | 17.6% | 66.4%-48.8pp | 72.9%-55.3pp | 67.6%-50.1pp |
| Annual return | 24.57% | 18.28%+6.3pp | 3512.12%-3487.6pp | 35.59%-11.0pp |
| Employer contribution / active EE | $104 | $2,020-94.9% | $2,731-96.2% | $2,755-96.2% |
| Participant deferral / active EE | $1,556 | $2,924-46.8% | $4,000-61.1% | $4,296-63.8% |
| Admin fee / account holder | $2,300 | $3,681-37.5% | $3,998-42.5% | $6,918-66.7% |