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 6-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 | $14,906 | $56,317-73.5% | $71,209-79.1% | $74,304-79.9% |
| Participation rate | 12.9% | 55.1%-42.3pp | 73.8%-60.9pp | 60.3%-47.5pp |
| Annual return | 16.24% | 42.83%-26.6pp | 282.51%-266.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $521 | $2,788-81.3% | $4,175-87.5% | $3,767-86.2% |
| Admin fee / account holder | $1,741 | $2,290-24.0% | $5,349-67.5% | $2,969-41.4% |