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 | $133,170 | $52,279+154.7% | $89,391+49.0% | $79,858+66.8% |
| Participation rate | 15.4% | 57.5%-42.2pp | 68.0%-52.6pp | 69.6%-54.2pp |
| Annual return | 23.38% | 22.16%+1.2pp | 245.62%-222.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $106 | $1,572-93.2% | $2,586-95.9% | $2,471-95.7% |
| Participant deferral / active EE | $1,227 | $2,740-55.2% | $3,890-68.5% | $3,740-67.2% |
| Admin fee / account holder | $518 | $3,356-84.6% | $4,881-89.4% | $5,306-90.2% |