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 | $69,600 | $36,767+89.3% | $81,478-14.6% | $62,292+11.7% |
| Participation rate | 32.2% | 54.4%-22.2pp | 68.0%-35.8pp | 69.5%-37.3pp |
| Annual return | 20.35% | 173.80%-153.4pp | 38.78%-18.4pp | 28.90%-8.5pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,054 | $2,111-2.7% | $3,537-41.9% | $3,169-35.2% |
| Admin fee / account holder | $1,316 | $797+65.1% | $4,561-71.1% | $479+174.6% |