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 | $138,860 | $65,561+111.8% | $86,188+61.1% | $75,163+84.7% |
| Participation rate | 40.8% | 60.5%-19.6pp | 69.0%-28.1pp | 67.2%-26.3pp |
| Annual return | 15.59% | 46.05%-30.5pp | 1168.45%-1152.9pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,547 | $3,024-15.8% | $3,985-36.1% | $4,125-38.2% |
| Admin fee / account holder | $12,671 | $5,474+131.5% | $6,852+84.9% | $5,651+124.2% |