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 | $32,105 | $56,114-42.8% | $96,139-66.6% | $85,850-62.6% |
| Participation rate | 34.0% | 56.7%-22.7pp | 68.4%-34.4pp | 69.3%-35.3pp |
| Annual return | 15.35% | 42.30%-27.0pp | 191.94%-176.6pp | 318.53%-303.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,377 | $2,859+158.0% | $4,349+69.6% | $3,952+86.7% |
| Admin fee / account holder | $11,039 | $3,768+192.9% | $5,537+99.4% | $6,260+76.3% |