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 | $60,126 | $65,561-8.3% | $86,188-30.2% | $75,163-20.0% |
| Participation rate | 42.5% | 60.5%-18.0pp | 69.0%-26.5pp | 67.2%-24.7pp |
| Annual return | 15.86% | 46.05%-30.2pp | 1168.45%-1152.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,425 | $3,024+46.4% | $3,985+11.0% | $4,125+7.3% |
| Admin fee / account holder | $22,780 | $5,474+316.1% | $6,852+232.5% | $5,651+303.1% |