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 | $43,230 | $58,927-26.6% | $76,817-43.7% | $72,985-40.8% |
| Participation rate | 64.9% | 67.3%-2.5pp | 72.1%-7.2pp | 69.5%-4.6pp |
| Annual return | 19.70% | 2305.64%-2285.9pp | 1166.11%-1146.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $124 | $1,787-93.1% | $2,302-94.6% | $2,440-94.9% |
| Participant deferral / active EE | $2,308 | $2,690-14.2% | $3,336-30.8% | $3,607-36.0% |
| Admin fee / account holder | $821 | $4,013-79.5% | $6,420-87.2% | $5,124-84.0% |