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 | $40,436 | $102,966-60.7% | $90,281-55.2% | $152,861-73.5% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.4%-37.0pp |
| Annual return | 18.55% | 95.16%-76.6pp | 78.10%-59.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,659 | $4,281-61.3% | $3,885-57.3% | $5,850-71.6% |
| Admin fee / account holder | $7,551 | $6,171+22.4% | $5,351+41.1% | $11,596-34.9% |