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 | $230,793 | $102,317+125.6% | $146,958+57.0% | $80,856+185.4% |
| Participation rate | 28.9% | 75.8%-46.9pp | 82.2%-53.3pp | 67.6%-38.7pp |
| Annual return | 15.86% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $182 | $3,713-95.1% | $4,933-96.3% | $2,755-93.4% |
| Participant deferral / active EE | $4,492 | $6,644-32.4% | $8,070-44.3% | $4,296+4.6% |
| Admin fee / account holder | $25,708 | $7,941+223.7% | $12,998+97.8% | $6,918+271.6% |