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 | $126,658 | $175,202-27.7% | $149,673-15.4% | $139,434-9.2% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 15.03% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $423 | $5,474-92.3% | $4,818-91.2% | $4,751-91.1% |
| Participant deferral / active EE | $2,077 | $6,519-68.1% | $5,680-63.4% | $6,710-69.1% |
| Admin fee / account holder | $2,601 | $16,150-83.9% | $13,210-80.3% | $11,403-77.2% |