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 | $162,368 | $102,604+58.2% | $86,188+88.4% | $139,434+16.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 10.00% | 1922.51%-1912.5pp | 1168.45%-1158.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $333 | $3,032-89.0% | $2,380-86.0% | $4,751-93.0% |
| Participant deferral / active EE | $6,250 | $4,676+33.7% | $3,985+56.8% | $6,710-6.9% |
| Admin fee / account holder | $1,092 | $8,657-87.4% | $6,852-84.1% | $11,403-90.4% |