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 | $50,601 | $88,083-42.6% | $164,813-69.3% | $74,495-32.1% |
| Participation rate | 62.4% | 73.0%-10.7pp | 78.6%-16.2pp | 67.2%-4.8pp |
| Annual return | 20.30% | 17.26%+3.0pp | 69.93%-49.6pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $271 | $2,593-89.5% | $4,341-93.8% | $2,623-89.7% |
| Participant deferral / active EE | $4,429 | $4,498-1.5% | $6,031-26.6% | $4,346+1.9% |
| Admin fee / account holder | $7,035 | $2,234+215.0% | $12,690-44.6% | $1,942+262.3% |