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 | $22,245 | $93,346-76.2% | $71,796-69.0% | $273,961-91.9% |
| Participation rate | 58.8% | 76.5%-17.7pp | 69.1%-10.3pp | 83.0%-24.2pp |
| Annual return | 5.39% | 130.39%-125.0pp | 78.04%-72.6pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,242 | $3,475-64.3% | $2,794-55.6% | $5,287-76.5% |
| Admin fee / account holder | $794 | $6,571-87.9% | $4,815-83.5% | $10,132-92.2% |