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 | $86,883 | $65,041+33.6% | $90,951-4.5% | $79,858+8.8% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.0%-13.5pp | 69.6%-14.1pp |
| Annual return | 10.36% | 30.45%-20.1pp | 134.60%-124.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $134 | $1,247-89.2% | $2,122-93.7% | $2,471-94.6% |
| Participant deferral / active EE | $1,929 | $2,512-23.2% | $3,373-42.8% | $3,740-48.4% |
| Admin fee / account holder | $8,526 | $4,536+88.0% | $5,959+43.1% | $5,306+60.7% |