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 | $59,108 | $99,652-40.7% | $78,778-25.0% | $147,584-59.9% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 14.12% | 47.28%-33.2pp | 35.62%-21.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $255 | $2,796-90.9% | $1,986-87.2% | $4,876-94.8% |
| Participant deferral / active EE | $1,172 | $3,664-68.0% | $2,958-60.4% | $5,439-78.4% |
| Admin fee / account holder | $3,873 | $7,155-45.9% | $5,134-24.6% | $10,885-64.4% |