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 | $143,232 | $126,574+13.2% | $106,213+34.9% | $145,922-1.8% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.59% | 224.79%-211.2pp | 116.14%-102.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $345 | $3,730-90.8% | $3,171-89.1% | $4,660-92.6% |
| Participant deferral / active EE | $2,487 | $5,724-56.5% | $5,016-50.4% | $6,688-62.8% |
| Admin fee / account holder | $10,580 | $17,304-38.9% | $11,033-4.1% | $13,397-21.0% |