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 | $65,108 | $24,730+163.3% | $66,042-1.4% | $84,808-23.2% |
| Participation rate | 48.1% | 68.1%-19.9pp | 67.5%-19.4pp | 68.3%-20.2pp |
| Annual return | 16.59% | 79.55%-63.0pp | 52.11%-35.5pp | 40.90%-24.3pp |
| Employer contribution / active EE | $114 | $857-86.7% | $1,579-92.8% | $2,631-95.7% |
| Participant deferral / active EE | $3,015 | $1,737+73.6% | $2,835+6.3% | $4,212-28.4% |
| Admin fee / account holder | $11,079 | $3,014+267.6% | $5,747+92.8% | $7,344+50.9% |