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 | $234,304 | $228,332+2.6% | $185,823+26.1% | $158,922+47.4% |
| Participation rate | 69.6% | 82.3%-12.7pp | 78.0%-8.5pp | 82.0%-12.4pp |
| Annual return | 14.99% | 40.80%-25.8pp | 35.95%-21.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,272 | $6,415+44.5% | $5,632+64.6% | $5,982+55.0% |
| Admin fee / account holder | $2,091 | $11,864-82.4% | $9,500-78.0% | $11,246-81.4% |