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 | $70,714 | $111,724-36.7% | $93,606-24.5% | $145,922-51.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 21.91% | 202.98%-181.1pp | 133.20%-111.3pp | 561.29%-539.4pp |
| Employer contribution / active EE | $510 | $3,090-83.5% | $2,420-78.9% | $4,660-89.1% |
| Participant deferral / active EE | $3,401 | $4,912-30.8% | $4,411-22.9% | $6,688-49.2% |
| Admin fee / account holder | $6,697 | $10,250-34.7% | $8,285-19.2% | $13,397-50.0% |