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 | $59,474 | $217,402-72.6% | $185,823-68.0% | $167,490-64.5% |
| Participation rate | 68.2% | 86.0%-17.9pp | 81.7%-13.5pp | 82.1%-13.9pp |
| Annual return | 9.51% | 148.36%-138.8pp | 122.05%-112.5pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,177 | $5,873-80.0% | $5,167-77.2% | $4,837-75.7% |
| Participant deferral / active EE | $2,844 | $6,356-55.3% | $5,568-48.9% | $6,341-55.1% |
| Admin fee / account holder | $1,523 | $19,811-92.3% | $16,237-90.6% | $12,309-87.6% |