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 4-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 | $4,293 | $24,733-82.6% | $69,647-93.8% | $74,495-94.2% |
| Participation rate | 41.0% | 63.5%-22.5pp | 66.5%-25.5pp | 67.2%-26.2pp |
| Annual return | 21.71% | 18.55%+3.2pp | 100.48%-78.8pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $279 | $1,001-72.1% | $1,712-83.7% | $2,623-89.4% |
| Participant deferral / active EE | $781 | $1,901-58.9% | $2,886-72.9% | $4,346-82.0% |
| Admin fee / account holder | $767 | $1,892-59.5% | $4,713-83.7% | $1,942-60.5% |