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 | $158,569 | $91,538+73.2% | $129,995+22.0% | $75,163+111.0% |
| Participation rate | 48.7% | 71.4%-22.7pp | 78.5%-29.8pp | 67.2%-18.5pp |
| Annual return | 17.69% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $299 | $2,845-89.5% | $4,320-93.1% | $2,670-88.8% |
| Participant deferral / active EE | $4,220 | $4,341-2.8% | $5,820-27.5% | $4,125+2.3% |
| Admin fee / account holder | $19,759 | $6,790+191.0% | $10,614+86.1% | $5,651+249.7% |