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 | $144,163 | $81,632+76.6% | $70,449+104.6% | $158,922-9.3% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.1%-50.1pp | 82.0%-57.0pp |
| Annual return | 23.46% | 208.40%-184.9pp | 109.03%-85.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $366 | $3,217-88.6% | $2,737-86.6% | $4,761-92.3% |
| Participant deferral / active EE | $1,161 | $4,554-74.5% | $3,709-68.7% | $5,982-80.6% |
| Admin fee / account holder | $1,153 | $6,193-81.4% | $3,845-70.0% | $11,246-89.7% |