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 | $140,625 | $81,208+73.2% | $98,907+42.2% | $79,858+76.1% |
| Participation rate | 50.7% | 72.5%-21.8pp | 76.0%-25.3pp | 69.6%-18.9pp |
| Annual return | 19.54% | 60.99%-41.4pp | 196.43%-176.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $217 | $1,960-88.9% | $2,689-91.9% | $2,471-91.2% |
| Participant deferral / active EE | $2,467 | $3,265-24.5% | $4,244-41.9% | $3,740-34.0% |
| Admin fee / account holder | $2,572 | $6,013-57.2% | $6,642-61.3% | $5,306-51.5% |