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 5-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 | $186,409 | $100,773+85.0% | $88,946+109.6% | $142,382+30.9% |
| Participation rate | 7.1% | 74.3%-67.1pp | 68.8%-61.7pp | 80.1%-73.0pp |
| Annual return | 16.12% | 70.18%-54.1pp | 57.82%-41.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $288 | $2,918-90.1% | $2,555-88.7% | $4,299-93.3% |
| Participant deferral / active EE | $2,214 | $5,230-57.7% | $4,581-51.7% | $6,507-66.0% |
| Admin fee / account holder | $750 | $9,693-92.3% | $8,261-90.9% | $12,624-94.1% |