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 10-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 | $41,043 | $71,050-42.2% | $93,606-56.2% | $80,856-49.2% |
| Participation rate | 30.4% | 60.4%-30.0pp | 68.7%-38.3pp | 67.6%-37.2pp |
| Annual return | 39.97% | 11.26%+28.7pp | 133.20%-93.2pp | 35.59%+4.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,678 | $4,034-58.4% | $4,411-62.0% | $4,296-60.9% |
| Admin fee / account holder | $966 | $6,945-86.1% | $8,285-88.3% | $6,918-86.0% |