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 | $130,165 | $198,466-34.4% | $170,442-23.6% | $147,584-11.8% |
| Participation rate | 46.7% | 88.0%-41.3pp | 83.6%-36.9pp | 82.8%-36.2pp |
| Annual return | 11.36% | 257.29%-245.9pp | 205.93%-194.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,242 | $6,184-79.9% | $5,433-77.1% | $4,876-74.5% |
| Participant deferral / active EE | $2,742 | $5,629-51.3% | $4,939-44.5% | $5,439-49.6% |
| Admin fee / account holder | $16,972 | $16,852+0.7% | $13,880+22.3% | $10,885+55.9% |