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 | $180,507 | $97,757+84.6% | $83,848+115.3% | $135,375+33.3% |
| Participation rate | 22.7% | 80.0%-57.2pp | 76.1%-53.4pp | 82.6%-59.9pp |
| Annual return | -5.78% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $636 | $4,222-84.9% | $3,631-82.5% | $4,779-86.7% |
| Participant deferral / active EE | $2,510 | $4,682-46.4% | $4,082-38.5% | $5,609-55.2% |
| Admin fee / account holder | $6,474 | $6,674-3.0% | $5,478+18.2% | $10,827-40.2% |