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 | $27,054 | $54,705-50.5% | $71,209-62.0% | $84,808-68.1% |
| Participation rate | 38.2% | 64.1%-25.8pp | 73.8%-35.5pp | 68.3%-30.1pp |
| Annual return | 23.70% | 35.90%-12.2pp | 282.51%-258.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,773 | $3,030+57.5% | $4,175+14.3% | $4,212+13.3% |
| Admin fee / account holder | $1,988 | $4,863-59.1% | $5,349-62.8% | $7,344-72.9% |