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 | $139,742 | $112,096+24.7% | $95,952+45.6% | $158,922-12.1% |
| Participation rate | 61.5% | 79.0%-17.4pp | 77.1%-15.5pp | 82.0%-20.4pp |
| Annual return | 16.94% | 171.09%-154.2pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $565 | $3,198-82.3% | $2,541-77.8% | $4,761-88.1% |
| Participant deferral / active EE | $6,347 | $4,784+32.7% | $4,167+52.3% | $5,982+6.1% |
| Admin fee / account holder | $1,100 | $10,130-89.1% | $6,795-83.8% | $11,246-90.2% |