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 5-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 | $29,718 | $30,588-2.8% | $53,898-44.9% | $85,563-65.3% |
| Participation rate | 12.4% | 26.3%-14.0pp | 55.0%-42.6pp | 66.0%-53.6pp |
| Annual return | 18.05% | 50.42%-32.4pp | 528.60%-510.5pp | 31.51%-13.5pp |
| Employer contribution / active EE | $27 | $436-93.8% | $932-97.1% | $2,654-99.0% |
| Participant deferral / active EE | $734 | $848-13.5% | $1,826-59.8% | $4,375-83.2% |
| Admin fee / account holder | $5,116 | $1,879+172.3% | $2,491+105.4% | $834+513.3% |