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 | $105,483 | $111,754-5.6% | $103,333+2.1% | $145,922-27.7% |
| Participation rate | 43.5% | 77.9%-34.5pp | 74.5%-31.0pp | 80.3%-36.8pp |
| Annual return | 11.44% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $322 | $4,212-92.3% | $3,868-91.7% | $4,660-93.1% |
| Participant deferral / active EE | $3,358 | $5,619-40.2% | $5,057-33.6% | $6,688-49.8% |
| Admin fee / account holder | $1,585 | $9,750-83.7% | $8,355-81.0% | $13,397-88.2% |