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 | $57,132 | $98,750-42.1% | $149,696-61.8% | $79,858-28.5% |
| Participation rate | 35.9% | 75.8%-39.9pp | 82.5%-46.6pp | 69.6%-33.7pp |
| Annual return | 12.41% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,370 | $5,680-23.1% | $6,842-36.1% | $3,740+16.9% |
| Admin fee / account holder | $4,887 | $6,053-19.3% | $9,309-47.5% | $5,306-7.9% |