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 8-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 | $39,742 | $56,053-29.1% | $75,972-47.7% | $80,856-50.8% |
| Participation rate | 42.5% | 62.0%-19.5pp | 69.1%-26.6pp | 67.6%-25.1pp |
| Annual return | 14.60% | 20.53%-5.9pp | 359.55%-344.9pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2 | $1,874-99.9% | $2,685-99.9% | $2,755-99.9% |
| Participant deferral / active EE | $3,325 | $3,052+9.0% | $4,255-21.9% | $4,296-22.6% |
| Admin fee / account holder | $1,217 | $5,234-76.7% | $6,467-81.2% | $6,918-82.4% |