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 3-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 | $2,752 | $24,730-88.9% | $66,042-95.8% | $84,808-96.8% |
| Participation rate | 59.5% | 68.1%-8.6pp | 67.5%-8.0pp | 68.3%-8.8pp |
| Annual return | 21.89% | 79.55%-57.7pp | 52.11%-30.2pp | 40.90%-19.0pp |
| Employer contribution / active EE | $113 | $857-86.8% | $1,579-92.8% | $2,631-95.7% |
| Participant deferral / active EE | $1,276 | $1,737-26.5% | $2,835-55.0% | $4,212-69.7% |
| Admin fee / account holder | $1,137 | $3,014-62.3% | $5,747-80.2% | $7,344-84.5% |