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 | $84,151 | $100,041-15.9% | $149,718-43.8% | $70,131+20.0% |
| Participation rate | 52.2% | 83.6%-31.4pp | 87.1%-34.9pp | 69.5%-17.4pp |
| Annual return | 15.71% | 27.43%-11.7pp | 1501.63%-1485.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $124 | $3,662-96.6% | $5,445-97.7% | $2,342-94.7% |
| Participant deferral / active EE | $2,712 | $4,983-45.6% | $6,569-58.7% | $3,332-18.6% |
| Admin fee / account holder | $6,831 | $8,286-17.6% | $11,283-39.5% | $4,645+47.0% |