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 | $216,023 | $209,411+3.2% | $178,490+21.0% | $158,922+35.9% |
| Participation rate | 61.5% | 86.3%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 17.16% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,101 | $5,706-80.7% | $5,011-78.0% | $4,761-76.9% |
| Participant deferral / active EE | $7,205 | $5,954+21.0% | $5,202+38.5% | $5,982+20.4% |
| Admin fee / account holder | $1,709 | $17,074-90.0% | $13,984-87.8% | $11,246-84.8% |