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 | $53,403 | $94,625-43.6% | $116,228-54.1% | $84,808-37.0% |
| Participation rate | 52.2% | 70.4%-18.3pp | 74.6%-22.4pp | 68.3%-16.1pp |
| Annual return | 68.69% | 20.40%+48.3pp | 90.06%-21.4pp | 40.90%+27.8pp |
| Employer contribution / active EE | $124 | $2,347-94.7% | $2,994-95.9% | $2,631-95.3% |
| Participant deferral / active EE | $5,655 | $3,972+42.4% | $4,953+14.2% | $4,212+34.3% |
| Admin fee / account holder | $3,072 | $10,091-69.6% | $11,989-74.4% | $7,344-58.2% |