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 | $40,267 | $102,317-60.6% | $146,958-72.6% | $80,856-50.2% |
| Participation rate | 66.1% | 75.8%-9.7pp | 82.2%-16.1pp | 67.6%-1.5pp |
| Annual return | 13.62% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $587 | $3,713-84.2% | $4,933-88.1% | $2,755-78.7% |
| Participant deferral / active EE | $6,102 | $6,644-8.2% | $8,070-24.4% | $4,296+42.0% |
| Admin fee / account holder | $6,718 | $7,941-15.4% | $12,998-48.3% | $6,918-2.9% |