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 | $173,063 | $123,909+39.7% | $69,647+148.5% | $145,922+18.6% |
| Participation rate | 31.3% | 69.2%-38.0pp | 66.5%-35.2pp | 80.3%-49.0pp |
| Annual return | 15.37% | 190.55%-175.2pp | 100.48%-85.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,575 | $4,236-62.8% | $2,886-45.4% | $6,688-76.4% |
| Admin fee / account holder | $821 | $7,863-89.6% | $4,713-82.6% | $13,397-93.9% |