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 | $61,677 | $53,822+14.6% | $75,696-18.5% | $85,850-28.2% |
| Participation rate | 27.5% | 69.1%-41.6pp | 74.8%-47.3pp | 69.3%-41.8pp |
| Annual return | 14.31% | 24.54%-10.2pp | 104.53%-90.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $345 | $2,017-82.9% | $2,743-87.4% | $2,565-86.6% |
| Participant deferral / active EE | $1,396 | $2,895-51.8% | $3,821-63.5% | $3,952-64.7% |
| Admin fee / account holder | $2,755 | $3,343-17.6% | $3,619-23.9% | $6,260-56.0% |