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 | $50,181 | $115,770-56.7% | $101,248-50.4% | $158,922-68.4% |
| Participation rate | 69.6% | 79.4%-9.8pp | 75.8%-6.2pp | 82.0%-12.4pp |
| Annual return | 12.19% | 56.14%-43.9pp | 46.47%-34.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $396 | $4,175-90.5% | $3,660-89.2% | $4,761-91.7% |
| Participant deferral / active EE | $5,372 | $4,957+8.4% | $4,370+22.9% | $5,982-10.2% |
| Admin fee / account holder | $6,070 | $7,245-16.2% | $5,945+2.1% | $11,246-46.0% |