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 3-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 | $28,951 | $165,984-82.6% | $164,813-82.4% | $145,922-80.2% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-21.9pp |
| Annual return | 83.32% | 100.03%-16.7pp | 69.93%+13.4pp | 561.29%-478.0pp |
| Employer contribution / active EE | $799 | $5,273-84.9% | $4,341-81.6% | $4,660-82.9% |
| Participant deferral / active EE | $2,554 | $6,959-63.3% | $6,031-57.7% | $6,688-61.8% |
| Admin fee / account holder | $3,719 | $16,648-77.7% | $12,690-70.7% | $13,397-72.2% |