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 | $17,515 | $49,922-64.9% | $80,569-78.3% | $75,163-76.7% |
| Participation rate | 58.2% | 55.3%+2.9pp | 67.0%-8.8pp | 67.2%-9.0pp |
| Annual return | 18.38% | 34.69%-16.3pp | 935.43%-917.1pp | 160.62%-142.2pp |
| Employer contribution / active EE | $171 | $1,698-89.9% | $2,723-93.7% | $2,670-93.6% |
| Participant deferral / active EE | $1,720 | $2,990-42.5% | $4,447-61.3% | $4,125-58.3% |
| Admin fee / account holder | $303 | $3,577-91.5% | $5,377-94.4% | $5,651-94.6% |