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 | $73,167 | $85,202-14.1% | $172,739-57.6% | $72,985+0.3% |
| Participation rate | 53.1% | 70.1%-16.9pp | 82.6%-29.5pp | 69.5%-16.4pp |
| Annual return | 16.21% | 27.32%-11.1pp | 802.84%-786.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,867 | $3,260+49.3% | $5,198-6.4% | $3,607+34.9% |
| Admin fee / account holder | $2,264 | $5,884-61.5% | $13,954-83.8% | $5,124-55.8% |