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 | $46,894 | $159,901-70.7% | $146,958-68.1% | $145,922-67.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 40.76% | 98.13%-57.4pp | 418.34%-377.6pp | 561.29%-520.5pp |
| Employer contribution / active EE | $716 | $5,286-86.5% | $4,933-85.5% | $4,660-84.6% |
| Participant deferral / active EE | $8,177 | $8,428-3.0% | $8,070+1.3% | $6,688+22.3% |
| Admin fee / account holder | $937 | $15,044-93.8% | $12,998-92.8% | $13,397-93.0% |