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 | $41,145 | $210,648-80.5% | $177,989-76.9% | $145,922-71.8% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 11.23% | 385.86%-374.6pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $375 | $4,565-91.8% | $3,949-90.5% | $4,660-92.0% |
| Participant deferral / active EE | $1,450 | $6,958-79.2% | $6,276-76.9% | $6,688-78.3% |
| Admin fee / account holder | $14,542 | $12,013+21.1% | $10,363+40.3% | $13,397+8.5% |