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 | $53,267 | $65,862-19.1% | $124,672-57.3% | $79,386-32.9% |
| Participation rate | 38.8% | 62.2%-23.4pp | 74.6%-35.8pp | 70.7%-31.9pp |
| Annual return | 17.42% | 19.02%-1.6pp | 5142.93%-5125.5pp | 116.85%-99.4pp |
| Employer contribution / active EE | $204 | $1,883-89.1% | $3,324-93.8% | $2,427-91.6% |
| Participant deferral / active EE | $1,108 | $2,772-60.0% | $4,614-76.0% | $4,046-72.6% |
| Admin fee / account holder | $5,333 | $673+692.7% | $7,493-28.8% | $626+751.3% |