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 | $163,615 | $156,846+4.3% | $121,098+35.1% | $139,434+17.3% |
| Participation rate | 28.6% | 76.4%-47.8pp | 69.5%-40.9pp | 80.3%-51.7pp |
| Annual return | 19.99% | 1474.56%-1454.6pp | 985.75%-965.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,440 | $4,844-29.0% | $4,080-15.7% | $6,710-48.7% |
| Admin fee / account holder | $1,822 | $6,946-73.8% | $5,644-67.7% | $11,403-84.0% |