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 9-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 | $61,999 | $165,335-62.5% | $149,696-58.6% | $158,922-61.0% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 28.66% | 348.15%-319.5pp | 276.60%-247.9pp | 302.83%-274.2pp |
| Employer contribution / active EE | $213 | $5,103-95.8% | $4,644-95.4% | $4,761-95.5% |
| Participant deferral / active EE | $7,879 | $7,181+9.7% | $6,842+15.2% | $5,982+31.7% |
| Admin fee / account holder | $549 | $10,807-94.9% | $9,309-94.1% | $11,246-95.1% |