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 | $113,308 | $70,587+60.5% | $124,672-9.1% | $85,850+32.0% |
| Participation rate | 43.3% | 64.4%-21.1pp | 74.6%-31.3pp | 69.3%-26.0pp |
| Annual return | 13.12% | 20688.83%-20675.7pp | 5142.93%-5129.8pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,501 | $2,969+17.9% | $4,614-24.1% | $3,952-11.4% |
| Admin fee / account holder | $2,476 | $5,282-53.1% | $7,493-66.9% | $6,260-60.4% |