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 | $40,630 | $102,966-60.5% | $90,281-55.0% | $152,861-73.4% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 14.77% | 95.16%-80.4pp | 78.10%-63.3pp | 345.32%-330.6pp |
| Employer contribution / active EE | -$208 | $3,139-106.6% | $2,854-107.3% | $4,762-104.4% |
| Participant deferral / active EE | $3,017 | $4,281-29.5% | $3,885-22.3% | $5,850-48.4% |
| Admin fee / account holder | $718 | $6,171-88.4% | $5,351-86.6% | $11,596-93.8% |