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 9-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 | $65,286 | $175,202-62.7% | $149,673-56.4% | $139,434-53.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 17.96% | 166.71%-148.7pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,053 | $5,474-80.8% | $4,818-78.1% | $4,751-77.8% |
| Participant deferral / active EE | $2,556 | $6,519-60.8% | $5,680-55.0% | $6,710-61.9% |
| Admin fee / account holder | $5,204 | $16,150-67.8% | $13,210-60.6% | $11,403-54.4% |