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 | $211,787 | $173,345+22.2% | $136,007+55.7% | $145,922+45.1% |
| Participation rate | 69.2% | 80.5%-11.2pp | 76.5%-7.2pp | 80.3%-11.0pp |
| Annual return | 12.69% | 1163.32%-1150.6pp | 579.32%-566.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $494 | $5,278-90.6% | $4,217-88.3% | $4,660-89.4% |
| Participant deferral / active EE | $11,641 | $8,699+33.8% | $7,025+65.7% | $6,688+74.1% |
| Admin fee / account holder | $7,639 | $9,954-23.3% | $6,858+11.4% | $13,397-43.0% |