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 | $58,633 | $58,694-0.1% | $142,863-59.0% | $85,850-31.7% |
| Participation rate | 58.7% | 58.5%+0.2pp | 71.9%-13.2pp | 69.3%-10.6pp |
| Annual return | 13.40% | 27.72%-14.3pp | 5637.54%-5624.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,498 | $2,607+34.1% | $3,837-8.8% | $3,952-11.5% |
| Admin fee / account holder | $17,567 | $4,239+314.4% | $6,560+167.8% | $6,260+180.6% |