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 | $62,583 | $56,199+11.4% | $67,652-7.5% | $59,632+4.9% |
| Participation rate | 41.5% | 71.5%-30.0pp | 75.7%-34.2pp | 68.7%-27.2pp |
| Annual return | 1.95% | 18505.31%-18503.4pp | 6625.04%-6623.1pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $90 | $1,614-94.4% | $2,266-96.0% | $2,203-95.9% |
| Participant deferral / active EE | $1,639 | $2,844-42.4% | $3,560-54.0% | $3,192-48.6% |
| Admin fee / account holder | $3,525 | $3,958-10.9% | $4,821-26.9% | $4,297-18.0% |