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 | $28,935 | $49,173-41.2% | $121,098-76.1% | $75,163-61.5% |
| Participation rate | 27.6% | 55.4%-27.8pp | 69.5%-41.9pp | 67.2%-39.6pp |
| Annual return | 19.11% | 55.99%-36.9pp | 985.75%-966.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $60 | $1,546-96.1% | $4,164-98.6% | $2,670-97.8% |
| Participant deferral / active EE | $1,430 | $2,628-45.6% | $4,080-65.0% | $4,125-65.3% |
| Admin fee / account holder | $8,076 | $3,942+104.9% | $5,644+43.1% | $5,651+42.9% |