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 | $104,810 | $105,181-0.4% | $159,436-34.3% | $85,850+22.1% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.8%-18.9pp | 69.3%-5.4pp |
| Annual return | 15.57% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,589 | $5,945-56.5% | $7,352-64.8% | $3,952-34.5% |
| Admin fee / account holder | $11,556 | $6,933+66.7% | $10,799+7.0% | $6,260+84.6% |