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 | $57,877 | $165,335-65.0% | $149,696-61.3% | $158,922-63.6% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 20.58% | 348.15%-327.6pp | 276.60%-256.0pp | 302.83%-282.2pp |
| Employer contribution / active EE | $774 | $5,103-84.8% | $4,644-83.3% | $4,761-83.7% |
| Participant deferral / active EE | $3,784 | $7,181-47.3% | $6,842-44.7% | $5,982-36.7% |
| Admin fee / account holder | $3,143 | $10,807-70.9% | $9,309-66.2% | $11,246-72.1% |