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 | $47,892 | $102,317-53.2% | $146,958-67.4% | $80,856-40.8% |
| Participation rate | 67.9% | 75.8%-8.0pp | 82.2%-14.3pp | 67.6%+0.2pp |
| Annual return | 13.00% | 134.76%-121.8pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $619 | $3,713-83.3% | $4,933-87.4% | $2,755-77.5% |
| Participant deferral / active EE | $6,417 | $6,644-3.4% | $8,070-20.5% | $4,296+49.4% |
| Admin fee / account holder | $1,549 | $7,941-80.5% | $12,998-88.1% | $6,918-77.6% |