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 | $139,117 | $217,402-36.0% | $185,823-25.1% | $167,490-16.9% |
| Participation rate | 46.2% | 86.0%-39.9pp | 81.7%-35.5pp | 82.1%-36.0pp |
| Annual return | 12.72% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $943 | $5,873-83.9% | $5,167-81.8% | $4,837-80.5% |
| Participant deferral / active EE | $7,397 | $6,356+16.4% | $5,568+32.9% | $6,341+16.7% |
| Admin fee / account holder | $2,525 | $19,811-87.3% | $16,237-84.5% | $12,309-79.5% |