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 | $67,453 | $107,334-37.2% | $92,893-27.4% | $152,861-55.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 18.08% | 145.58%-127.5pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $692 | $4,221-83.6% | $3,653-81.1% | $4,762-85.5% |
| Participant deferral / active EE | $4,718 | $4,845-2.6% | $4,236+11.4% | $5,850-19.3% |
| Admin fee / account holder | $2,662 | $7,079-62.4% | $5,794-54.1% | $11,596-77.0% |