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 | $40,756 | $56,114-27.4% | $96,139-57.6% | $85,850-52.5% |
| Participation rate | 16.7% | 56.7%-40.1pp | 68.4%-51.8pp | 69.3%-52.6pp |
| Annual return | 15.23% | 42.30%-27.1pp | 191.94%-176.7pp | 318.53%-303.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,545 | $2,859-46.0% | $4,349-64.5% | $3,952-60.9% |
| Admin fee / account holder | $11,090 | $3,768+194.3% | $5,537+100.3% | $6,260+77.2% |