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 | $16,850 | $53,127-68.3% | $86,590-80.5% | $70,131-76.0% |
| Participation rate | 68.9% | 65.3%+3.5pp | 73.5%-4.7pp | 69.5%-0.7pp |
| Annual return | 16.79% | 27.66%-10.9pp | 964.84%-948.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $210 | $2,068-89.8% | $2,839-92.6% | $2,342-91.0% |
| Participant deferral / active EE | $876 | $2,696-67.5% | $3,609-75.7% | $3,332-73.7% |
| Admin fee / account holder | $346 | $3,585-90.3% | $4,906-92.9% | $4,645-92.5% |