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 | $86,977 | $137,414-36.7% | $189,513-54.1% | $85,850+1.3% |
| Participation rate | 61.8% | 84.6%-22.8pp | 87.8%-26.0pp | 69.3%-7.6pp |
| Annual return | 13.78% | 38.14%-24.4pp | 555.15%-541.4pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,269 | $4,344-70.8% | $6,162-79.4% | $2,565-50.5% |
| Participant deferral / active EE | $5,091 | $6,260-18.7% | $8,221-38.1% | $3,952+28.8% |
| Admin fee / account holder | $4,582 | $8,630-46.9% | $12,045-62.0% | $6,260-26.8% |