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 | $36,457 | $105,181-65.3% | $159,436-77.1% | $85,850-57.5% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.8%-17.1pp | 69.3%-3.6pp |
| Annual return | 18.32% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.2pp |
| Employer contribution / active EE | $597 | $3,318-82.0% | $4,829-87.6% | $2,565-76.7% |
| Participant deferral / active EE | $5,627 | $5,945-5.3% | $7,352-23.5% | $3,952+42.4% |
| Admin fee / account holder | $669 | $6,933-90.3% | $10,799-93.8% | $6,260-89.3% |