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 3-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 | $33,924 | $86,944-61.0% | $107,525-68.5% | $74,304-54.3% |
| Participation rate | 20.0% | 59.6%-39.6pp | 75.1%-55.1pp | 60.3%-40.3pp |
| Annual return | 22.52% | 23.52%-1.0pp | 181.32%-158.8pp | 29.43%-6.9pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,054 | $3,554-42.2% | $5,116-59.8% | $3,767-45.5% |
| Admin fee / account holder | $810 | $3,727-78.3% | $8,919-90.9% | $2,969-72.7% |