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 | $56,481 | $85,202-33.7% | $172,739-67.3% | $72,985-22.6% |
| Participation rate | 28.1% | 70.1%-41.9pp | 82.6%-54.5pp | 69.5%-41.4pp |
| Annual return | 23.02% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,383 | $3,260-57.6% | $5,198-73.4% | $3,607-61.7% |
| Admin fee / account holder | $426 | $5,884-92.8% | $13,954-96.9% | $5,124-91.7% |