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 | $119,150 | $136,179-12.5% | $98,755+20.7% | $167,490-28.9% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 13.39% | 67.53%-54.1pp | 49.91%-36.5pp | 478.56%-465.2pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,100 | $3,716-70.4% | $3,035-63.8% | $6,341-82.7% |
| Admin fee / account holder | $15,200 | $5,031+202.1% | $4,076+272.9% | $12,309+23.5% |