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 | $54,589 | $81,208-32.8% | $98,907-44.8% | $79,858-31.6% |
| Participation rate | 68.5% | 72.5%-4.0pp | 76.0%-7.5pp | 69.6%-1.1pp |
| Annual return | 13.49% | 60.99%-47.5pp | 196.43%-182.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $25 | $1,960-98.7% | $2,689-99.1% | $2,471-99.0% |
| Participant deferral / active EE | $2,912 | $3,265-10.8% | $4,244-31.4% | $3,740-22.1% |
| Admin fee / account holder | $8,250 | $6,013+37.2% | $6,642+24.2% | $5,306+55.5% |