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 7-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 | $14,310 | $48,750-70.6% | $88,946-83.9% | $74,304-80.7% |
| Participation rate | 25.7% | 44.5%-18.8pp | 68.8%-43.2pp | 60.3%-34.7pp |
| Annual return | 36.01% | 25.91%+10.1pp | 57.82%-21.8pp | 29.43%+6.6pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,673 | $2,423+10.3% | $4,581-41.7% | $3,767-29.1% |
| Admin fee / account holder | $4,875 | $3,756+29.8% | $8,261-41.0% | $2,969+64.2% |