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 | $111,204 | $102,317+8.7% | $146,958-24.3% | $80,856+37.5% |
| Participation rate | 34.6% | 75.8%-41.2pp | 82.2%-47.5pp | 67.6%-33.0pp |
| Annual return | 14.93% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | -$47 | $3,713-101.3% | $4,933-101.0% | $2,755-101.7% |
| Participant deferral / active EE | $3,001 | $6,644-54.8% | $8,070-62.8% | $4,296-30.1% |
| Admin fee / account holder | $10,214 | $7,941+28.6% | $12,998-21.4% | $6,918+47.6% |