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 | $172,328 | $157,256+9.6% | $141,162+22.1% | $152,861+12.7% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.4%-65.8pp |
| Annual return | 26.64% | 64.32%-37.7pp | 71.39%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $876 | $5,261-83.4% | $4,735-81.5% | $4,762-81.6% |
| Participant deferral / active EE | $8,385 | $7,109+17.9% | $6,709+25.0% | $5,850+43.3% |
| Admin fee / account holder | $1,258 | $12,120-89.6% | $10,261-87.7% | $11,596-89.2% |