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 5-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 | $23,698 | $53,516-55.7% | $126,539-81.3% | $84,808-72.1% |
| Participation rate | 9.6% | 58.2%-48.6pp | 69.8%-60.2pp | 68.3%-58.7pp |
| Annual return | 16.43% | 58.34%-41.9pp | 425.95%-409.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $74 | $1,535-95.2% | $3,674-98.0% | $2,631-97.2% |
| Participant deferral / active EE | $784 | $2,671-70.7% | $4,083-80.8% | $4,212-81.4% |
| Admin fee / account holder | $3,760 | $4,497-16.4% | $6,065-38.0% | $7,344-48.8% |