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 | $83,638 | $107,334-22.1% | $92,893-10.0% | $152,861-45.3% |
| Participation rate | 30.4% | 79.8%-49.4pp | 76.0%-45.6pp | 82.4%-52.0pp |
| Annual return | 22.24% | 145.58%-123.3pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,902 | $4,845-19.5% | $4,236-7.9% | $5,850-33.3% |
| Admin fee / account holder | $714 | $7,079-89.9% | $5,794-87.7% | $11,596-93.8% |