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 | $15,554 | $102,616-84.8% | $81,983-81.0% | $158,922-90.2% |
| Participation rate | 38.5% | 75.5%-37.1pp | 69.2%-30.8pp | 82.0%-43.5pp |
| Annual return | 21.27% | 61.04%-39.8pp | 41.31%-20.0pp | 302.83%-281.6pp |
| Employer contribution / active EE | $201 | $3,240-93.8% | $2,498-92.0% | $4,761-95.8% |
| Participant deferral / active EE | $1,273 | $4,648-72.6% | $3,722-65.8% | $5,982-78.7% |
| Admin fee / account holder | $1,141 | $8,235-86.2% | $5,664-79.9% | $11,246-89.9% |