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 | $39,357 | $209,411-81.2% | $178,490-77.9% | $158,922-75.2% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 8.36% | 188.75%-180.4pp | 151.07%-142.7pp | 302.83%-294.5pp |
| Employer contribution / active EE | $634 | $5,706-88.9% | $5,011-87.4% | $4,761-86.7% |
| Participant deferral / active EE | $5,009 | $5,954-15.9% | $5,202-3.7% | $5,982-16.3% |
| Admin fee / account holder | $5,562 | $17,074-67.4% | $13,984-60.2% | $11,246-50.5% |