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 | $35,292 | $109,327-67.7% | $89,391-60.5% | $158,922-77.8% |
| Participation rate | 55.0% | 74.3%-19.3pp | 68.0%-13.0pp | 82.0%-27.0pp |
| Annual return | 18.37% | 345.68%-327.3pp | 245.62%-227.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $227 | $3,170-92.8% | $2,586-91.2% | $4,761-95.2% |
| Participant deferral / active EE | $2,008 | $4,598-56.3% | $3,890-48.4% | $5,982-66.4% |
| Admin fee / account holder | $4,724 | $6,153-23.2% | $4,881-3.2% | $11,246-58.0% |