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 | $179,560 | $91,538+96.2% | $129,995+38.1% | $75,163+138.9% |
| Participation rate | 61.5% | 71.4%-9.9pp | 78.5%-16.9pp | 67.2%-5.7pp |
| Annual return | 20.79% | -631.11%+651.9pp | -137.18%+158.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $634 | $2,845-77.7% | $4,320-85.3% | $2,670-76.3% |
| Participant deferral / active EE | $3,650 | $4,341-15.9% | $5,820-37.3% | $4,125-11.5% |
| Admin fee / account holder | $17,051 | $6,790+151.1% | $10,614+60.6% | $5,651+201.7% |