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 | $48,411 | $85,202-43.2% | $172,739-72.0% | $72,985-33.7% |
| Participation rate | 42.4% | 70.1%-27.6pp | 82.6%-40.2pp | 69.5%-27.1pp |
| Annual return | 24.42% | 27.32%-2.9pp | 802.84%-778.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $383 | $3,324-88.5% | $5,143-92.6% | $2,440-84.3% |
| Participant deferral / active EE | $1,350 | $3,260-58.6% | $5,198-74.0% | $3,607-62.6% |
| Admin fee / account holder | $1,879 | $5,884-68.1% | $13,954-86.5% | $5,124-63.3% |