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 | $212,046 | $175,202+21.0% | $149,673+41.7% | $139,434+52.1% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 83.84% | 166.71%-82.9pp | 134.42%-50.6pp | 372.94%-289.1pp |
| Employer contribution / active EE | $976 | $5,474-82.2% | $4,818-79.7% | $4,751-79.5% |
| Participant deferral / active EE | $4,371 | $6,519-32.9% | $5,680-23.0% | $6,710-34.9% |
| Admin fee / account holder | $1,765 | $16,150-89.1% | $13,210-86.6% | $11,403-84.5% |