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 | $171,069 | $226,064-24.3% | $182,532-6.3% | $152,861+11.9% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.0%-16.4pp | 82.4%-20.9pp |
| Annual return | 20.09% | 192.51%-172.4pp | 148.54%-128.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,213 | $6,368-18.1% | $5,524-5.6% | $5,850-10.9% |
| Admin fee / account holder | $25,345 | $10,703+136.8% | $8,592+195.0% | $11,596+118.6% |