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 | $53,335 | $63,346-15.8% | $92,233-42.2% | $70,131-23.9% |
| Participation rate | 33.7% | 68.7%-35.0pp | 76.5%-42.8pp | 69.5%-35.9pp |
| Annual return | 19.51% | 530.12%-510.6pp | 176.28%-156.8pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,526 | $2,854-46.5% | $3,897-60.8% | $3,332-54.2% |
| Admin fee / account holder | $545 | $3,840-85.8% | $5,194-89.5% | $4,645-88.3% |