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 3-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 | $17,607 | $159,901-89.0% | $146,958-88.0% | $145,922-87.9% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 20.52% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $1,016 | $5,286-80.8% | $4,933-79.4% | $4,660-78.2% |
| Participant deferral / active EE | $3,746 | $8,428-55.6% | $8,070-53.6% | $6,688-44.0% |
| Admin fee / account holder | $4,383 | $15,044-70.9% | $12,998-66.3% | $13,397-67.3% |