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 | $6,671 | $56,317-88.2% | $71,209-90.6% | $74,304-91.0% |
| Participation rate | 21.2% | 55.1%-33.9pp | 73.8%-52.5pp | 60.3%-39.1pp |
| Annual return | 16.41% | 42.83%-26.4pp | 282.51%-266.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $764 | $2,788-72.6% | $4,175-81.7% | $3,767-79.7% |
| Admin fee / account holder | $2,170 | $2,290-5.2% | $5,349-59.4% | $2,969-26.9% |