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 | $203,107 | $175,202+15.9% | $149,673+35.7% | $139,434+45.7% |
| Participation rate | 41.2% | 83.4%-42.2pp | 78.8%-37.6pp | 80.3%-39.1pp |
| Annual return | 16.31% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $164 | $5,474-97.0% | $4,818-96.6% | $4,751-96.6% |
| Participant deferral / active EE | $6,289 | $6,519-3.5% | $5,680+10.7% | $6,710-6.3% |
| Admin fee / account holder | $15,079 | $16,150-6.6% | $13,210+14.2% | $11,403+32.2% |