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 | $24,091 | $176,377-86.3% | $134,143-82.0% | $158,922-84.8% |
| Participation rate | 63.2% | 78.7%-15.5pp | 72.2%-9.0pp | 82.0%-18.8pp |
| Annual return | 9.13% | 63.63%-54.5pp | 36.33%-27.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,451 | $4,091-15.7% | $3,499-1.4% | $5,982-42.3% |
| Admin fee / account holder | $411 | $8,718-95.3% | $6,684-93.8% | $11,246-96.3% |