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 8-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 | $103,306 | $183,963-43.8% | $162,163-36.3% | $152,861-32.4% |
| Participation rate | 63.2% | 88.5%-25.3pp | 87.6%-24.4pp | 82.4%-19.3pp |
| Annual return | 29.83% | 150.76%-120.9pp | 115.59%-85.8pp | 345.32%-315.5pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,676 | $8,034+107.6% | $7,298+128.5% | $5,850+185.0% |
| Admin fee / account holder | $5,921 | $13,121-54.9% | $10,843-45.4% | $11,596-48.9% |