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 | $33,608 | $82,286-59.2% | $68,791-51.1% | $134,475-75.0% |
| Participation rate | 59.1% | 75.1%-16.0pp | 69.0%-9.9pp | 81.2%-22.1pp |
| Annual return | 29.53% | -2.19%+31.7pp | -6.38%+35.9pp | 417.96%-388.4pp |
| Employer contribution / active EE | $408 | $3,301-87.6% | $2,655-84.6% | $4,740-91.4% |
| Participant deferral / active EE | $2,678 | $4,739-43.5% | $3,941-32.1% | $6,400-58.2% |
| Admin fee / account holder | $3,982 | $6,481-38.6% | $4,932-19.3% | $11,426-65.2% |