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 | $19,615 | $107,334-81.7% | $92,893-78.9% | $152,861-87.2% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 22.08% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $117 | $4,221-97.2% | $3,653-96.8% | $4,762-97.5% |
| Participant deferral / active EE | $2,687 | $4,845-44.5% | $4,236-36.6% | $5,850-54.1% |
| Admin fee / account holder | $4,162 | $7,079-41.2% | $5,794-28.2% | $11,596-64.1% |