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 | $200,520 | $124,185+61.5% | $108,410+85.0% | $167,490+19.7% |
| Participation rate | 37.5% | 82.3%-44.8pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 14.52% | 1379.64%-1365.1pp | 905.27%-890.8pp | 478.56%-464.0pp |
| Employer contribution / active EE | $464 | $4,187-88.9% | $3,558-87.0% | $4,837-90.4% |
| Participant deferral / active EE | $3,595 | $6,908-48.0% | $6,563-45.2% | $6,341-43.3% |
| Admin fee / account holder | $11,499 | $9,455+21.6% | $7,295+57.6% | $12,309-6.6% |