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 | $130,244 | $63,346+105.6% | $92,233+41.2% | $70,131+85.7% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.6pp |
| Annual return | 17.63% | 530.12%-512.5pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $398 | $2,471-83.9% | $3,679-89.2% | $2,342-83.0% |
| Participant deferral / active EE | $4,860 | $2,854+70.3% | $3,897+24.7% | $3,332+45.9% |
| Admin fee / account holder | $944 | $3,840-75.4% | $5,194-81.8% | $4,645-79.7% |