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 4-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 | $14,247 | $56,317-74.7% | $71,209-80.0% | $74,304-80.8% |
| Participation rate | 18.3% | 55.1%-36.8pp | 73.8%-55.4pp | 60.3%-42.0pp |
| Annual return | 21.21% | 42.83%-21.6pp | 282.51%-261.3pp | 29.43%-8.2pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $861 | $2,788-69.1% | $4,175-79.4% | $3,767-77.1% |
| Admin fee / account holder | $1,222 | $2,290-46.6% | $5,349-77.1% | $2,969-58.8% |