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 | $30,927 | $60,124-48.6% | $90,404-65.8% | $79,858-61.3% |
| Participation rate | 30.4% | 65.0%-34.5pp | 72.7%-42.2pp | 69.6%-39.2pp |
| Annual return | 39.97% | 71.94%-32.0pp | 1293.02%-1253.0pp | 31.71%+8.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,264 | $2,938+45.1% | $3,963+7.6% | $3,740+14.0% |
| Admin fee / account holder | $1,403 | $3,976-64.7% | $5,611-75.0% | $5,306-73.6% |