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 3-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 | $51,411 | $89,753-42.7% | $107,525-52.2% | $84,808-39.4% |
| Participation rate | 14.7% | 68.1%-53.4pp | 75.1%-60.4pp | 68.3%-53.6pp |
| Annual return | 22.98% | 29.48%-6.5pp | 181.32%-158.3pp | 40.90%-17.9pp |
| Employer contribution / active EE | $503 | $3,113-83.8% | $3,754-86.6% | $2,631-80.9% |
| Participant deferral / active EE | $1,778 | $4,056-56.2% | $5,116-65.2% | $4,212-57.8% |
| Admin fee / account holder | $358 | $7,222-95.0% | $8,919-96.0% | $7,344-95.1% |