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 | $135,622 | $217,402-37.6% | $185,823-27.0% | $167,490-19.0% |
| Participation rate | 61.9% | 86.0%-24.1pp | 81.7%-19.8pp | 82.1%-20.2pp |
| Annual return | 16.57% | 148.36%-131.8pp | 122.05%-105.5pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,094 | $5,873-81.4% | $5,167-78.8% | $4,837-77.4% |
| Participant deferral / active EE | $5,711 | $6,356-10.1% | $5,568+2.6% | $6,341-9.9% |
| Admin fee / account holder | $961 | $19,811-95.1% | $16,237-94.1% | $12,309-92.2% |