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 | $18,743 | $49,177-61.9% | $79,464-76.4% | $64,186-70.8% |
| Participation rate | 51.6% | 65.0%-13.4pp | 73.3%-21.7pp | 69.6%-18.0pp |
| Annual return | 24.53% | -1.16%+25.7pp | 718.14%-693.6pp | 7.63%+16.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,865 | $2,821+72.4% | $3,704+31.3% | $3,470+40.2% |
| Admin fee / account holder | $1,478 | $3,839-61.5% | $5,113-71.1% | $4,888-69.8% |