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 | $16,393 | $105,998-84.5% | $92,233-82.2% | $147,584-88.9% |
| Participation rate | 35.3% | 80.4%-45.1pp | 76.5%-41.2pp | 82.8%-47.5pp |
| Annual return | 20.59% | 50.05%-29.5pp | 176.28%-155.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $617 | $4,333-85.8% | $3,679-83.2% | $4,876-87.3% |
| Participant deferral / active EE | $1,591 | $4,478-64.5% | $3,897-59.2% | $5,439-70.7% |
| Admin fee / account holder | $3,074 | $6,332-51.5% | $5,194-40.8% | $10,885-71.8% |