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 | $147,611 | $48,046+207.2% | $84,611+74.5% | $72,985+102.2% |
| Participation rate | 9.1% | 57.6%-48.5pp | 68.2%-59.1pp | 69.5%-60.4pp |
| Annual return | 30.65% | 37.38%-6.7pp | 258.74%-228.1pp | 81.00%-50.4pp |
| Employer contribution / active EE | $122 | $1,602-92.4% | $2,652-95.4% | $2,440-95.0% |
| Participant deferral / active EE | $937 | $2,680-65.1% | $3,899-76.0% | $3,607-74.0% |
| Admin fee / account holder | $1,122 | $3,395-67.0% | $4,912-77.2% | $5,124-78.1% |