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 | $12,664 | $48,795-74.0% | $65,493-80.7% | $84,808-85.1% |
| Participation rate | 38.6% | 67.0%-28.3pp | 73.1%-34.5pp | 68.3%-29.7pp |
| Annual return | 22.26% | 20.20%+2.1pp | 982.45%-960.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $232 | $1,930-88.0% | $2,574-91.0% | $2,631-91.2% |
| Participant deferral / active EE | $943 | $2,928-67.8% | $3,961-76.2% | $4,212-77.6% |
| Admin fee / account holder | $1,250 | $3,877-67.8% | $5,028-75.1% | $7,344-83.0% |