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 | $51,194 | $48,795+4.9% | $65,493-21.8% | $84,808-39.6% |
| Participation rate | 54.8% | 67.0%-12.1pp | 73.1%-18.3pp | 68.3%-13.5pp |
| Annual return | 12.32% | 20.20%-7.9pp | 982.45%-970.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $171 | $1,930-91.1% | $2,574-93.4% | $2,631-93.5% |
| Participant deferral / active EE | $3,164 | $2,928+8.0% | $3,961-20.1% | $4,212-24.9% |
| Admin fee / account holder | $590 | $3,877-84.8% | $5,028-88.3% | $7,344-92.0% |