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 | $31,513 | $107,334-70.6% | $92,893-66.1% | $152,861-79.4% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.4%-53.9pp |
| Annual return | 35.21% | 145.58%-110.4pp | 109.41%-74.2pp | 345.32%-310.1pp |
| Employer contribution / active EE | $695 | $4,221-83.5% | $3,653-81.0% | $4,762-85.4% |
| Participant deferral / active EE | $1,967 | $4,845-59.4% | $4,236-53.6% | $5,850-66.4% |
| Admin fee / account holder | $34,696 | $7,079+390.1% | $5,794+498.8% | $11,596+199.2% |