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 4-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 | $27,052 | $48,230-43.9% | $67,502-59.9% | $80,856-66.5% |
| Participation rate | 43.9% | 66.4%-22.5pp | 72.9%-29.0pp | 67.6%-23.7pp |
| Annual return | 12.69% | 18.28%-5.6pp | 3512.12%-3499.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $295 | $2,020-85.4% | $2,731-89.2% | $2,755-89.3% |
| Participant deferral / active EE | $1,310 | $2,924-55.2% | $4,000-67.3% | $4,296-69.5% |
| Admin fee / account holder | $518 | $3,681-85.9% | $3,998-87.0% | $6,918-92.5% |