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 | $49,308 | $98,750-50.1% | $149,696-67.1% | $79,858-38.3% |
| Participation rate | 46.3% | 75.8%-29.4pp | 82.5%-36.1pp | 69.6%-23.3pp |
| Annual return | 21.36% | 27.43%-6.1pp | 276.60%-255.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,751 | $5,680-16.4% | $6,842-30.6% | $3,740+27.0% |
| Admin fee / account holder | $590 | $6,053-90.2% | $9,309-93.7% | $5,306-88.9% |