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 9-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 | $130,947 | $165,335-20.8% | $149,696-12.5% | $158,922-17.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.11% | 348.15%-329.0pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $698 | $5,103-86.3% | $4,644-85.0% | $4,761-85.3% |
| Participant deferral / active EE | $3,692 | $7,181-48.6% | $6,842-46.0% | $5,982-38.3% |
| Admin fee / account holder | $443 | $10,807-95.9% | $9,309-95.2% | $11,246-96.1% |