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 | $190,058 | $114,381+66.2% | $107,525+76.8% | $142,382+33.5% |
| Participation rate | 26.1% | 78.1%-52.0pp | 75.1%-49.0pp | 80.1%-54.0pp |
| Annual return | 14.04% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $543 | $4,015-86.5% | $3,754-85.5% | $4,299-87.4% |
| Participant deferral / active EE | $2,232 | $5,564-59.9% | $5,116-56.4% | $6,507-65.7% |
| Admin fee / account holder | $9,400 | $9,860-4.7% | $8,919+5.4% | $12,624-25.5% |