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 | $53,099 | $85,766-38.1% | $136,294-61.0% | $70,131-24.3% |
| Participation rate | 47.3% | 74.2%-26.9pp | 81.9%-34.6pp | 69.5%-22.3pp |
| Annual return | 28.69% | 31.45%-2.8pp | 5155.94%-5127.2pp | 73.14%-44.5pp |
| Employer contribution / active EE | $147 | $2,966-95.0% | $4,695-96.9% | $2,342-93.7% |
| Participant deferral / active EE | $4,937 | $5,051-2.3% | $6,247-21.0% | $3,332+48.2% |
| Admin fee / account holder | $13,247 | $5,420+144.4% | $9,243+43.3% | $4,645+185.2% |