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 | $50,758 | $53,127-4.5% | $86,590-41.4% | $70,131-27.6% |
| Participation rate | 40.7% | 65.3%-24.6pp | 73.5%-32.9pp | 69.5%-28.9pp |
| Annual return | 19.45% | 27.66%-8.2pp | 964.84%-945.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $179 | $2,068-91.3% | $2,839-93.7% | $2,342-92.3% |
| Participant deferral / active EE | $1,598 | $2,696-40.7% | $3,609-55.7% | $3,332-52.0% |
| Admin fee / account holder | $1,033 | $3,585-71.2% | $4,906-78.9% | $4,645-77.8% |