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 | $186,246 | $198,466-6.2% | $170,442+9.3% | $147,584+26.2% |
| Participation rate | 27.3% | 88.0%-60.7pp | 83.6%-56.3pp | 82.8%-55.6pp |
| Annual return | 30.30% | 257.29%-227.0pp | 205.93%-175.6pp | 578.55%-548.2pp |
| Employer contribution / active EE | $1,189 | $6,184-80.8% | $5,433-78.1% | $4,876-75.6% |
| Participant deferral / active EE | $3,169 | $5,629-43.7% | $4,939-35.8% | $5,439-41.7% |
| Admin fee / account holder | $2,478 | $16,852-85.3% | $13,880-82.2% | $10,885-77.2% |