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 9-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 | $17,536 | $49,922-64.9% | $80,569-78.2% | $75,163-76.7% |
| Participation rate | 41.2% | 55.3%-14.1pp | 67.0%-25.8pp | 67.2%-26.0pp |
| Annual return | 18.38% | 34.69%-16.3pp | 935.43%-917.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,927 | $2,990-2.1% | $4,447-34.2% | $4,125-29.0% |
| Admin fee / account holder | $2,746 | $3,577-23.2% | $5,377-48.9% | $5,651-51.4% |