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 | $95,814 | $84,696+13.1% | $75,696+26.6% | $167,490-42.8% |
| Participation rate | 18.2% | 77.8%-59.7pp | 74.8%-56.7pp | 82.1%-63.9pp |
| Annual return | 12.90% | 199.36%-186.5pp | 104.53%-91.6pp | 478.56%-465.7pp |
| Employer contribution / active EE | $310 | $3,230-90.4% | $2,743-88.7% | $4,837-93.6% |
| Participant deferral / active EE | $2,412 | $4,580-47.3% | $3,821-36.9% | $6,341-62.0% |
| Admin fee / account holder | $6,539 | $5,355+22.1% | $3,619+80.7% | $12,309-46.9% |