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 | $196,955 | $126,574+55.6% | $106,213+85.4% | $145,922+35.0% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.1pp |
| Annual return | 9.55% | 224.79%-215.2pp | 116.14%-106.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $501 | $3,730-86.6% | $3,171-84.2% | $4,660-89.2% |
| Participant deferral / active EE | $8,714 | $5,724+52.3% | $5,016+73.7% | $6,688+30.3% |
| Admin fee / account holder | $5,944 | $17,304-65.7% | $11,033-46.1% | $13,397-55.6% |