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 10-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 | $19,070 | $65,561-70.9% | $86,188-77.9% | $75,163-74.6% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 17.26% | 46.05%-28.8pp | 1168.45%-1151.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $162 | $1,553-89.5% | $2,380-93.2% | $2,670-93.9% |
| Participant deferral / active EE | $2,428 | $3,024-19.7% | $3,985-39.1% | $4,125-41.2% |
| Admin fee / account holder | $1,026 | $5,474-81.3% | $6,852-85.0% | $5,651-81.9% |