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 9-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 | $45,826 | $81,208-43.6% | $98,907-53.7% | $79,858-42.6% |
| Participation rate | 58.1% | 72.5%-14.4pp | 76.0%-17.9pp | 69.6%-11.5pp |
| Annual return | 13.29% | 60.99%-47.7pp | 196.43%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $375 | $1,960-80.9% | $2,689-86.1% | $2,471-84.8% |
| Participant deferral / active EE | $1,863 | $3,265-42.9% | $4,244-56.1% | $3,740-50.2% |
| Admin fee / account holder | $1,016 | $6,013-83.1% | $6,642-84.7% | $5,306-80.9% |