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 | $24,243 | $56,317-57.0% | $71,209-66.0% | $74,304-67.4% |
| Participation rate | 25.6% | 55.1%-29.5pp | 73.8%-48.1pp | 60.3%-34.7pp |
| Annual return | 15.79% | 42.83%-27.0pp | 282.51%-266.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,313 | $2,788-52.9% | $4,175-68.5% | $3,767-65.1% |
| Admin fee / account holder | $2,028 | $2,290-11.4% | $5,349-62.1% | $2,969-31.7% |