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 | $198,988 | $165,335+20.4% | $149,696+32.9% | $158,922+25.2% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 14.78% | 348.15%-333.4pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $667 | $5,103-86.9% | $4,644-85.6% | $4,761-86.0% |
| Participant deferral / active EE | $2,913 | $7,181-59.4% | $6,842-57.4% | $5,982-51.3% |
| Admin fee / account holder | $28,920 | $10,807+167.6% | $9,309+210.7% | $11,246+157.2% |