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 | $23,235 | $57,281-59.4% | $86,612-73.2% | $75,163-69.1% |
| Participation rate | 21.4% | 63.2%-41.8pp | 71.7%-50.3pp | 67.2%-45.8pp |
| Annual return | 20.38% | 2670.75%-2650.4pp | 591.07%-570.7pp | 160.62%-140.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,276 | $3,318-61.5% | $4,438-71.2% | $4,125-69.1% |
| Admin fee / account holder | $1,000 | $4,112-75.7% | $5,614-82.2% | $5,651-82.3% |