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 | $97,740 | $226,064-56.8% | $182,532-46.5% | $152,861-36.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 16.05% | 192.51%-176.5pp | 148.54%-132.5pp | 345.32%-329.3pp |
| Employer contribution / active EE | $444 | $4,978-91.1% | $4,076-89.1% | $4,762-90.7% |
| Participant deferral / active EE | $3,327 | $6,368-47.8% | $5,524-39.8% | $5,850-43.1% |
| Admin fee / account holder | $5,128 | $10,703-52.1% | $8,592-40.3% | $11,596-55.8% |