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 | $83,485 | $65,561+27.3% | $86,188-3.1% | $75,163+11.1% |
| Participation rate | 30.2% | 60.5%-30.3pp | 69.0%-38.7pp | 67.2%-37.0pp |
| Annual return | 19.43% | 46.05%-26.6pp | 1168.45%-1149.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $291 | $1,553-81.2% | $2,380-87.8% | $2,670-89.1% |
| Participant deferral / active EE | $1,633 | $3,024-46.0% | $3,985-59.0% | $4,125-60.4% |
| Admin fee / account holder | $13,944 | $5,474+154.7% | $6,852+103.5% | $5,651+146.8% |