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 | $218,806 | $74,888+192.2% | $71,209+207.3% | $142,382+53.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 15.01% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $202 | $2,854-92.9% | $2,721-92.6% | $4,299-95.3% |
| Participant deferral / active EE | $914 | $4,454-79.5% | $4,175-78.1% | $6,507-85.9% |
| Admin fee / account holder | $5,319 | $5,568-4.5% | $5,349-0.6% | $12,624-57.9% |