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 | $36,541 | $209,411-82.6% | $178,490-79.5% | $158,922-77.0% |
| Participation rate | 44.4% | 86.3%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 8.94% | 188.75%-179.8pp | 151.07%-142.1pp | 302.83%-293.9pp |
| Employer contribution / active EE | $545 | $5,706-90.5% | $5,011-89.1% | $4,761-88.6% |
| Participant deferral / active EE | $2,552 | $5,954-57.1% | $5,202-50.9% | $5,982-57.3% |
| Admin fee / account holder | $1,130 | $17,074-93.4% | $13,984-91.9% | $11,246-90.0% |