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 | $67,341 | $48,795+38.0% | $65,493+2.8% | $84,808-20.6% |
| Participation rate | 35.6% | 67.0%-31.4pp | 73.1%-37.5pp | 68.3%-32.7pp |
| Annual return | 14.87% | 20.20%-5.3pp | 982.45%-967.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $9 | $1,930-99.5% | $2,574-99.7% | $2,631-99.7% |
| Participant deferral / active EE | $2,733 | $2,928-6.7% | $3,961-31.0% | $4,212-35.1% |
| Admin fee / account holder | $6,482 | $3,877+67.2% | $5,028+28.9% | $7,344-11.7% |