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 | $62,584 | $58,208+7.5% | $81,812-23.5% | $80,856-22.6% |
| Participation rate | 29.7% | 63.4%-33.7pp | 72.3%-42.6pp | 67.6%-37.9pp |
| Annual return | 16.55% | 41.66%-25.1pp | 773.79%-757.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,980 | $3,281+82.3% | $4,319+38.5% | $4,296+39.2% |
| Admin fee / account holder | $1,520 | $4,981-69.5% | $7,386-79.4% | $6,918-78.0% |