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 | $8,316 | $53,516-84.5% | $126,539-93.4% | $84,808-90.2% |
| Participation rate | 17.4% | 58.2%-40.9pp | 69.8%-52.4pp | 68.3%-50.9pp |
| Annual return | 24.04% | 58.34%-34.3pp | 425.95%-401.9pp | 40.90%-16.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,316 | $2,671-50.7% | $4,083-67.8% | $4,212-68.8% |
| Admin fee / account holder | $2,314 | $4,497-48.5% | $6,065-61.8% | $7,344-68.5% |