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 | $103,975 | $111,724-6.9% | $93,606+11.1% | $145,922-28.7% |
| Participation rate | 61.1% | 74.2%-13.1pp | 68.7%-7.6pp | 80.3%-19.2pp |
| Annual return | 17.01% | 202.98%-186.0pp | 133.20%-116.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $272 | $3,090-91.2% | $2,420-88.8% | $4,660-94.2% |
| Participant deferral / active EE | $1,281 | $4,912-73.9% | $4,411-71.0% | $6,688-80.9% |
| Admin fee / account holder | $2,635 | $10,250-74.3% | $8,285-68.2% | $13,397-80.3% |