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 | $65,517 | $48,570+34.9% | $130,648-49.9% | $72,985-10.2% |
| Participation rate | 18.8% | 58.6%-39.8pp | 71.7%-53.0pp | 69.5%-50.7pp |
| Annual return | 23.23% | 38.63%-15.4pp | 1708.96%-1685.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,041 | $2,384-56.3% | $3,603-71.1% | $3,607-71.1% |
| Admin fee / account holder | $846 | $3,549-76.2% | $5,464-84.5% | $5,124-83.5% |