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 | $181,739 | $112,096+62.1% | $95,952+89.4% | $158,922+14.4% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 29.55% | 171.09%-141.5pp | 91.61%-62.1pp | 302.83%-273.3pp |
| Employer contribution / active EE | $604 | $3,198-81.1% | $2,541-76.2% | $4,761-87.3% |
| Participant deferral / active EE | $1,596 | $4,784-66.6% | $4,167-61.7% | $5,982-73.3% |
| Admin fee / account holder | $8,389 | $10,130-17.2% | $6,795+23.5% | $11,246-25.4% |