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 | $29,471 | $70,669-58.3% | $169,368-82.6% | $75,163-60.8% |
| Participation rate | 62.2% | 64.8%-2.6pp | 77.1%-15.0pp | 67.2%-5.0pp |
| Annual return | 35.46% | 36.36%-0.9pp | 405.60%-370.1pp | 160.62%-125.2pp |
| Employer contribution / active EE | $55 | $2,211-97.5% | $4,013-98.6% | $2,670-97.9% |
| Participant deferral / active EE | $2,709 | $4,311-37.2% | $6,221-56.5% | $4,125-34.3% |
| Admin fee / account holder | $1,380 | $5,402-74.4% | $9,003-84.7% | $5,651-75.6% |