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 | $174,342 | $124,185+40.4% | $108,410+60.8% | $167,490+4.1% |
| Participation rate | 58.3% | 82.3%-23.9pp | 80.1%-21.8pp | 82.1%-23.8pp |
| Annual return | 18.30% | 1379.64%-1361.3pp | 905.27%-887.0pp | 478.56%-460.3pp |
| Employer contribution / active EE | $473 | $4,187-88.7% | $3,558-86.7% | $4,837-90.2% |
| Participant deferral / active EE | $4,736 | $6,908-31.5% | $6,563-27.8% | $6,341-25.3% |
| Admin fee / account holder | $535 | $9,455-94.3% | $7,295-92.7% | $12,309-95.7% |