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 | $69,741 | $209,411-66.7% | $178,490-60.9% | $158,922-56.1% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 15.19% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $992 | $5,706-82.6% | $5,011-80.2% | $4,761-79.2% |
| Participant deferral / active EE | $4,901 | $5,954-17.7% | $5,202-5.8% | $5,982-18.1% |
| Admin fee / account holder | $545 | $17,074-96.8% | $13,984-96.1% | $11,246-95.1% |