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 | $14,253 | $95,416-85.1% | $185,823-92.3% | $85,850-83.4% |
| Participation rate | 39.0% | 68.8%-29.7pp | 81.7%-42.7pp | 69.3%-30.3pp |
| Annual return | 12.00% | 23.59%-11.6pp | 122.05%-110.1pp | 318.53%-306.5pp |
| Employer contribution / active EE | $168 | $3,314-94.9% | $5,167-96.7% | $2,565-93.4% |
| Participant deferral / active EE | $1,267 | $3,423-63.0% | $5,568-77.3% | $3,952-67.9% |
| Admin fee / account holder | $419 | $7,213-94.2% | $16,237-97.4% | $6,260-93.3% |