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 7-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 | $58,264 | $165,984-64.9% | $164,813-64.6% | $145,922-60.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 8.83% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,009 | $5,273-80.9% | $4,341-76.8% | $4,660-78.3% |
| Participant deferral / active EE | $5,473 | $6,959-21.3% | $6,031-9.3% | $6,688-18.2% |
| Admin fee / account holder | $10,532 | $16,648-36.7% | $12,690-17.0% | $13,397-21.4% |