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 | $25,047 | $56,317-55.5% | $71,209-64.8% | $74,304-66.3% |
| Participation rate | 21.0% | 55.1%-34.2pp | 73.8%-52.8pp | 60.3%-39.4pp |
| Annual return | 20.57% | 42.83%-22.3pp | 282.51%-261.9pp | 29.43%-8.9pp |
| Employer contribution / active EE | $5 | $2,160-99.8% | $2,721-99.8% | $2,241-99.8% |
| Participant deferral / active EE | $546 | $2,788-80.4% | $4,175-86.9% | $3,767-85.5% |
| Admin fee / account holder | $1,348 | $2,290-41.1% | $5,349-74.8% | $2,969-54.6% |