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 | $184,127 | $209,411-12.1% | $178,490+3.2% | $158,922+15.9% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 12.06% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $944 | $5,706-83.5% | $5,011-81.2% | $4,761-80.2% |
| Participant deferral / active EE | $4,376 | $5,954-26.5% | $5,202-15.9% | $5,982-26.8% |
| Admin fee / account holder | $15,070 | $17,074-11.7% | $13,984+7.8% | $11,246+34.0% |