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 8-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 | $55,383 | $95,880-42.2% | $107,525-48.5% | $85,563-35.3% |
| Participation rate | 20.1% | 70.1%-50.0pp | 75.1%-54.9pp | 66.0%-45.8pp |
| Annual return | 16.79% | 68.06%-51.3pp | 181.32%-164.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $664 | $3,812-82.6% | $3,754-82.3% | $2,654-75.0% |
| Participant deferral / active EE | $1,579 | $4,201-62.4% | $5,116-69.1% | $4,375-63.9% |
| Admin fee / account holder | $1,322 | $1,025+29.0% | $8,919-85.2% | $834+58.5% |