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 | $44,351 | $209,411-78.8% | $178,490-75.2% | $158,922-72.1% |
| Participation rate | 57.9% | 86.3%-28.5pp | 81.9%-24.0pp | 82.0%-24.1pp |
| Annual return | 7.21% | 188.75%-181.5pp | 151.07%-143.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $164 | $5,706-97.1% | $5,011-96.7% | $4,761-96.6% |
| Participant deferral / active EE | $3,612 | $5,954-39.3% | $5,202-30.6% | $5,982-39.6% |
| Admin fee / account holder | $315 | $17,074-98.2% | $13,984-97.7% | $11,246-97.2% |