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 | $54,803 | $85,202-35.7% | $172,739-68.3% | $72,985-24.9% |
| Participation rate | 56.7% | 70.1%-13.4pp | 82.6%-26.0pp | 69.5%-12.8pp |
| Annual return | 21.95% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,507 | $3,260-53.8% | $5,198-71.0% | $3,607-58.2% |
| Admin fee / account holder | $3,072 | $5,884-47.8% | $13,954-78.0% | $5,124-40.1% |