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 | $48,865 | $78,422-37.7% | $95,952-49.1% | $79,858-38.8% |
| Participation rate | 65.9% | 73.5%-7.6pp | 77.1%-11.1pp | 69.6%-3.7pp |
| Annual return | 54.12% | 19.37%+34.7pp | 91.61%-37.5pp | 31.71%+22.4pp |
| Employer contribution / active EE | $374 | $1,945-80.8% | $2,541-85.3% | $2,471-84.9% |
| Participant deferral / active EE | $2,038 | $3,440-40.7% | $4,167-51.1% | $3,740-45.5% |
| Admin fee / account holder | $4,189 | $5,622-25.5% | $6,795-38.4% | $5,306-21.1% |