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 | $33,354 | $55,415-39.8% | $155,509-78.6% | $74,495-55.2% |
| Participation rate | 34.2% | 61.9%-27.7pp | 78.2%-44.0pp | 67.2%-33.0pp |
| Annual return | 14.29% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $326 | $2,267-85.6% | $4,672-93.0% | $2,623-87.6% |
| Participant deferral / active EE | $1,254 | $2,836-55.8% | $5,626-77.7% | $4,346-71.1% |
| Admin fee / account holder | $7,106 | $1,738+308.8% | $15,912-55.3% | $1,942+266.0% |