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 | $74,659 | $56,629+31.8% | $77,999-4.3% | $55,167+35.3% |
| Participation rate | 45.1% | 73.3%-28.2pp | 75.5%-30.4pp | 69.0%-23.9pp |
| Annual return | 15.27% | 2866.98%-2851.7pp | 425.96%-410.7pp | 169.23%-154.0pp |
| Employer contribution / active EE | $345 | $1,723-80.0% | $2,470-86.0% | $1,963-82.4% |
| Participant deferral / active EE | $1,626 | $2,777-41.4% | $3,497-53.5% | $3,054-46.7% |
| Admin fee / account holder | $11,806 | $467+2430.6% | $5,480+115.4% | $504+2242.9% |