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 | $152,021 | $158,398-4.0% | $126,539+20.1% | $142,382+6.8% |
| Participation rate | 43.5% | 75.8%-32.3pp | 69.8%-26.3pp | 80.1%-36.6pp |
| Annual return | 17.56% | 593.76%-576.2pp | 425.95%-408.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,065 | $4,767+6.3% | $4,083+24.1% | $6,507-22.2% |
| Admin fee / account holder | $1,631 | $6,918-76.4% | $6,065-73.1% | $12,624-87.1% |