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 | $179,242 | $152,587+17.5% | $125,175+43.2% | $152,861+17.3% |
| Participation rate | 60.9% | 83.3%-22.5pp | 79.8%-18.9pp | 82.4%-21.6pp |
| Annual return | 24.41% | 54.84%-30.4pp | 43.79%-19.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $757 | $4,946-84.7% | $3,865-80.4% | $4,762-84.1% |
| Participant deferral / active EE | $4,410 | $5,868-24.9% | $4,937-10.7% | $5,850-24.6% |
| Admin fee / account holder | $18,444 | $13,434+37.3% | $9,702+90.1% | $11,596+59.1% |