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 | $93,015 | $175,202-46.9% | $149,673-37.9% | $139,434-33.3% |
| Participation rate | 31.3% | 83.4%-52.1pp | 78.8%-47.5pp | 80.3%-49.1pp |
| Annual return | 20.46% | 166.71%-146.2pp | 134.42%-114.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $996 | $5,474-81.8% | $4,818-79.3% | $4,751-79.0% |
| Participant deferral / active EE | $4,007 | $6,519-38.5% | $5,680-29.5% | $6,710-40.3% |
| Admin fee / account holder | $1,443 | $16,150-91.1% | $13,210-89.1% | $11,403-87.3% |