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 10-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 | $24,045 | $97,757-75.4% | $83,848-71.3% | $135,375-82.2% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | 6.01% | 1287.37%-1281.4pp | 850.88%-844.9pp | 519.73%-513.7pp |
| Employer contribution / active EE | $75 | $4,222-98.2% | $3,631-97.9% | $4,779-98.4% |
| Participant deferral / active EE | $1,660 | $4,682-64.6% | $4,082-59.3% | $5,609-70.4% |
| Admin fee / account holder | $498 | $6,674-92.5% | $5,478-90.9% | $10,827-95.4% |