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 9-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 | $219,773 | $114,381+92.1% | $107,525+104.4% | $142,382+54.4% |
| Participation rate | 16.7% | 78.1%-61.5pp | 75.1%-58.4pp | 80.1%-63.5pp |
| Annual return | 15.34% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $240 | $4,015-94.0% | $3,754-93.6% | $4,299-94.4% |
| Participant deferral / active EE | $2,500 | $5,564-55.1% | $5,116-51.1% | $6,507-61.6% |
| Admin fee / account holder | $9,729 | $9,860-1.3% | $8,919+9.1% | $12,624-22.9% |