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 | $51,893 | $79,171-34.5% | $102,423-49.3% | $74,495-30.3% |
| Participation rate | 43.6% | 74.8%-31.2pp | 76.5%-32.9pp | 67.2%-23.6pp |
| Annual return | 16.87% | 54.93%-38.1pp | 29.32%-12.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $730 | $2,362-69.1% | $3,023-75.9% | $2,623-72.2% |
| Participant deferral / active EE | $3,169 | $4,415-28.2% | $5,053-37.3% | $4,346-27.1% |
| Admin fee / account holder | $3,547 | $2,001+77.3% | $9,451-62.5% | $1,942+82.7% |