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 | $128,649 | $114,381+12.5% | $107,525+19.6% | $142,382-9.6% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 18.26% | 242.71%-224.4pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $487 | $4,015-87.9% | $3,754-87.0% | $4,299-88.7% |
| Participant deferral / active EE | $7,319 | $5,564+31.5% | $5,116+43.1% | $6,507+12.5% |
| Admin fee / account holder | $15,697 | $9,860+59.2% | $8,919+76.0% | $12,624+24.3% |