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 | $182,209 | $217,402-16.2% | $185,823-1.9% | $167,490+8.8% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 17.40% | 148.36%-131.0pp | 122.05%-104.6pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,165 | $5,873-80.2% | $5,167-77.4% | $4,837-75.9% |
| Participant deferral / active EE | $4,164 | $6,356-34.5% | $5,568-25.2% | $6,341-34.3% |
| Admin fee / account holder | $642 | $19,811-96.8% | $16,237-96.0% | $12,309-94.8% |