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 | $93,481 | $105,998-11.8% | $92,233+1.4% | $147,584-36.7% |
| Participation rate | 17.6% | 80.4%-62.8pp | 76.5%-58.8pp | 82.8%-65.2pp |
| Annual return | 23.63% | 50.05%-26.4pp | 176.28%-152.6pp | 578.55%-554.9pp |
| Employer contribution / active EE | $531 | $4,333-87.7% | $3,679-85.6% | $4,876-89.1% |
| Participant deferral / active EE | $2,704 | $4,478-39.6% | $3,897-30.6% | $5,439-50.3% |
| Admin fee / account holder | $352 | $6,332-94.4% | $5,194-93.2% | $10,885-96.8% |