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 | $76,523 | $48,795+56.8% | $65,493+16.8% | $84,808-9.8% |
| Participation rate | 60.0% | 67.0%-7.0pp | 73.1%-13.1pp | 68.3%-8.3pp |
| Annual return | 13.23% | 20.20%-7.0pp | 982.45%-969.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $280 | $1,930-85.5% | $2,574-89.1% | $2,631-89.4% |
| Participant deferral / active EE | $4,245 | $2,928+45.0% | $3,961+7.2% | $4,212+0.8% |
| Admin fee / account holder | $970 | $3,877-75.0% | $5,028-80.7% | $7,344-86.8% |