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 6-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 | $16,836 | $61,272-72.5% | $149,673-88.8% | $71,457-76.4% |
| Participation rate | 34.3% | 62.5%-28.2pp | 78.8%-44.5pp | 67.9%-33.6pp |
| Annual return | 35.66% | 35.85%-0.2pp | 134.42%-98.8pp | 28.85%+6.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,777 | $2,917+29.5% | $5,680-33.5% | $4,289-11.9% |
| Admin fee / account holder | $1,402 | $1,261+11.1% | $13,210-89.4% | $1,587-11.7% |