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 | $149,363 | $101,069+47.8% | $81,478+83.3% | $147,584+1.2% |
| Participation rate | 64.3% | 74.5%-10.2pp | 68.0%-3.7pp | 82.8%-18.5pp |
| Annual return | 14.39% | 32.40%-18.0pp | 38.78%-24.4pp | 578.55%-564.2pp |
| Employer contribution / active EE | $46 | $3,205-98.6% | $2,568-98.2% | $4,876-99.1% |
| Participant deferral / active EE | $3,134 | $4,242-26.1% | $3,537-11.4% | $5,439-42.4% |
| Admin fee / account holder | $3,470 | $5,812-40.3% | $4,561-23.9% | $10,885-68.1% |