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 | $27,399 | $61,774-55.6% | $97,226-71.8% | $80,856-66.1% |
| Participation rate | 69.0% | 63.5%+5.5pp | 72.7%-3.7pp | 67.6%+1.4pp |
| Annual return | 13.45% | -557.90%+571.4pp | 75.13%-61.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2 | $1,837-99.9% | $2,729-99.9% | $2,755-99.9% |
| Participant deferral / active EE | $1,788 | $3,029-41.0% | $4,264-58.1% | $4,296-58.4% |
| Admin fee / account holder | $817 | $5,166-84.2% | $5,654-85.6% | $6,918-88.2% |