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 7-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 | $50,721 | $137,414-63.1% | $189,513-73.2% | $85,850-40.9% |
| Participation rate | 41.5% | 84.6%-43.1pp | 87.8%-46.3pp | 69.3%-27.9pp |
| Annual return | 22.60% | 38.14%-15.5pp | 555.15%-532.6pp | 318.53%-295.9pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,890 | $6,260-21.9% | $8,221-40.5% | $3,952+23.8% |
| Admin fee / account holder | $4,350 | $8,630-49.6% | $12,045-63.9% | $6,260-30.5% |