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 | $37,779 | $63,346-40.4% | $92,233-59.0% | $70,131-46.1% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 22.74% | 530.12%-507.4pp | 176.28%-153.5pp | 73.14%-50.4pp |
| Employer contribution / active EE | $351 | $2,471-85.8% | $3,679-90.4% | $2,342-85.0% |
| Participant deferral / active EE | $2,044 | $2,854-28.4% | $3,897-47.5% | $3,332-38.7% |
| Admin fee / account holder | $466 | $3,840-87.9% | $5,194-91.0% | $4,645-90.0% |