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 | $37,684 | $53,127-29.1% | $86,590-56.5% | $70,131-46.3% |
| Participation rate | 42.9% | 65.3%-22.5pp | 73.5%-30.7pp | 69.5%-26.7pp |
| Annual return | 23.87% | 27.66%-3.8pp | 964.84%-941.0pp | 73.14%-49.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,883 | $2,696+81.1% | $3,609+35.3% | $3,332+46.6% |
| Admin fee / account holder | $3,446 | $3,585-3.9% | $4,906-29.8% | $4,645-25.8% |