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 | $17,111 | $95,416-82.1% | $185,823-90.8% | $85,850-80.1% |
| Participation rate | 36.0% | 68.8%-32.8pp | 81.7%-45.7pp | 69.3%-33.3pp |
| Annual return | 20.01% | 23.59%-3.6pp | 122.05%-102.0pp | 318.53%-298.5pp |
| Employer contribution / active EE | $269 | $3,314-91.9% | $5,167-94.8% | $2,565-89.5% |
| Participant deferral / active EE | $4,533 | $3,423+32.4% | $5,568-18.6% | $3,952+14.7% |
| Admin fee / account holder | $371 | $7,213-94.9% | $16,237-97.7% | $6,260-94.1% |