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 8-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 | $36,804 | $150,187-75.5% | $120,354-69.4% | $145,922-74.8% |
| Participation rate | 35.7% | 78.8%-43.0pp | 71.9%-36.2pp | 80.3%-44.6pp |
| Annual return | 12.25% | 154.07%-141.8pp | 107.15%-94.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $700 | $4,348-83.9% | $3,463-79.8% | $4,660-85.0% |
| Participant deferral / active EE | $2,051 | $6,173-66.8% | $4,991-58.9% | $6,688-69.3% |
| Admin fee / account holder | $1,583 | $12,207-87.0% | $9,423-83.2% | $13,397-88.2% |