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 | $21,407 | $60,323-64.5% | $81,812-73.8% | $74,495-71.3% |
| Participation rate | 41.6% | 62.9%-21.3pp | 72.3%-30.8pp | 67.2%-25.6pp |
| Annual return | 21.70% | 16.90%+4.8pp | 773.79%-752.1pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $124 | $2,620-95.3% | $2,912-95.7% | $2,623-95.3% |
| Participant deferral / active EE | $799 | $3,387-76.4% | $4,319-81.5% | $4,346-81.6% |
| Admin fee / account holder | $1,594 | $1,486+7.3% | $7,386-78.4% | $1,942-17.9% |