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 7-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 | $58,727 | $64,480-8.9% | $81,382-27.8% | $80,856-27.4% |
| Participation rate | 39.0% | 63.9%-24.8pp | 69.5%-30.5pp | 67.6%-28.6pp |
| Annual return | 218.48% | 16.34%+202.1pp | 24.73%+193.7pp | 35.59%+182.9pp |
| Employer contribution / active EE | $368 | $1,978-81.4% | $2,463-85.1% | $2,755-86.7% |
| Participant deferral / active EE | $2,650 | $3,094-14.3% | $3,883-31.8% | $4,296-38.3% |
| Admin fee / account holder | $456 | $5,671-92.0% | $5,768-92.1% | $6,918-93.4% |