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 | $63,812 | $52,519+21.5% | $155,790-59.0% | $59,632+7.0% |
| Participation rate | 60.4% | 61.7%-1.3pp | 76.1%-15.7pp | 68.7%-8.3pp |
| Annual return | 1.59% | 53.51%-51.9pp | 71.54%-70.0pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,133 | $3,084-30.8% | $4,797-55.5% | $3,192-33.2% |
| Admin fee / account holder | $1,895 | $3,540-46.5% | $7,478-74.7% | $4,297-55.9% |