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 9-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 | $21,787 | $91,190-76.1% | $178,490-87.8% | $79,858-72.7% |
| Participation rate | 26.9% | 69.2%-42.3pp | 81.9%-55.0pp | 69.6%-42.7pp |
| Annual return | 26.17% | 24.19%+2.0pp | 151.07%-124.9pp | 31.71%-5.5pp |
| Employer contribution / active EE | $284 | $3,256-91.3% | $5,011-94.3% | $2,471-88.5% |
| Participant deferral / active EE | $1,779 | $3,236-45.0% | $5,202-65.8% | $3,740-52.4% |
| Admin fee / account holder | $3,086 | $6,751-54.3% | $13,984-77.9% | $5,306-41.8% |