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 | $17,851 | $58,264-69.4% | $86,612-79.4% | $71,457-75.0% |
| Participation rate | 17.1% | 65.0%-47.8pp | 71.7%-54.6pp | 67.9%-50.8pp |
| Annual return | 29.07% | 21.63%+7.4pp | 591.07%-562.0pp | 28.85%+0.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,490 | $3,436-56.7% | $4,438-66.4% | $4,289-65.3% |
| Admin fee / account holder | $2,910 | $1,057+175.3% | $5,614-48.2% | $1,587+83.4% |