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 | $62,585 | $90,348-30.7% | $75,972-17.6% | $145,922-57.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 14.68% | 620.88%-606.2pp | 359.55%-344.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $306 | $3,311-90.8% | $2,685-88.6% | $4,660-93.4% |
| Participant deferral / active EE | $1,208 | $5,162-76.6% | $4,255-71.6% | $6,688-81.9% |
| Admin fee / account holder | $3,677 | $8,467-56.6% | $6,467-43.1% | $13,397-72.6% |