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 | $74,298 | $60,124+23.6% | $90,404-17.8% | $79,858-7.0% |
| Participation rate | 54.4% | 65.0%-10.6pp | 72.7%-18.3pp | 69.6%-15.2pp |
| Annual return | 21.56% | 71.94%-50.4pp | 1293.02%-1271.5pp | 31.71%-10.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,695 | $2,938-42.3% | $3,963-57.2% | $3,740-54.7% |
| Admin fee / account holder | $5,327 | $3,976+34.0% | $5,611-5.1% | $5,306+0.4% |