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 | $113,794 | $118,680-4.1% | $98,907+15.1% | $158,922-28.4% |
| Participation rate | 68.4% | 77.8%-9.4pp | 76.0%-7.6pp | 82.0%-13.5pp |
| Annual return | 6.20% | 372.35%-366.2pp | 196.43%-190.2pp | 302.83%-296.6pp |
| Employer contribution / active EE | $393 | $3,333-88.2% | $2,689-85.4% | $4,761-91.7% |
| Participant deferral / active EE | $3,627 | $5,088-28.7% | $4,244-14.5% | $5,982-39.4% |
| Admin fee / account holder | $4,098 | $10,131-59.5% | $6,642-38.3% | $11,246-63.6% |