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 | $169,200 | $198,466-14.7% | $170,442-0.7% | $147,584+14.6% |
| Participation rate | 26.1% | 88.0%-61.9pp | 83.6%-57.5pp | 82.8%-56.7pp |
| Annual return | 15.53% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,160 | $6,184-81.2% | $5,433-78.6% | $4,876-76.2% |
| Participant deferral / active EE | $2,978 | $5,629-47.1% | $4,939-39.7% | $5,439-45.2% |
| Admin fee / account holder | $3,305 | $16,852-80.4% | $13,880-76.2% | $10,885-69.6% |