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 | $72,361 | $106,890-32.3% | $84,015-13.9% | $152,861-52.7% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.4%-20.9pp |
| Annual return | 18.62% | 104.99%-86.4pp | 71.31%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $192 | $2,734-93.0% | $1,983-90.3% | $4,762-96.0% |
| Participant deferral / active EE | $2,735 | $4,011-31.8% | $3,239-15.5% | $5,850-53.2% |
| Admin fee / account holder | $7,870 | $8,285-5.0% | $6,101+29.0% | $11,596-32.1% |