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 | $65,035 | $106,890-39.2% | $84,015-22.6% | $152,861-57.5% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.4%-27.9pp |
| Annual return | 24.25% | 104.99%-80.7pp | 71.31%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $249 | $2,734-90.9% | $1,983-87.4% | $4,762-94.8% |
| Participant deferral / active EE | $1,794 | $4,011-55.3% | $3,239-44.6% | $5,850-69.3% |
| Admin fee / account holder | $624 | $8,285-92.5% | $6,101-89.8% | $11,596-94.6% |