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 | $110,495 | $112,881-2.1% | $90,951+21.5% | $158,922-30.5% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 10.44% | 215.79%-205.4pp | 134.60%-124.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $380 | $2,893-86.9% | $2,122-82.1% | $4,761-92.0% |
| Participant deferral / active EE | $5,655 | $4,128+37.0% | $3,373+67.7% | $5,982-5.5% |
| Admin fee / account holder | $16,309 | $8,041+102.8% | $5,959+173.7% | $11,246+45.0% |