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 | $70,221 | $175,202-59.9% | $149,673-53.1% | $139,434-49.6% |
| Participation rate | 23.5% | 83.4%-59.8pp | 78.8%-55.2pp | 80.3%-56.8pp |
| Annual return | 19.43% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $944 | $5,474-82.8% | $4,818-80.4% | $4,751-80.1% |
| Participant deferral / active EE | $2,753 | $6,519-57.8% | $5,680-51.5% | $6,710-59.0% |
| Admin fee / account holder | $8,459 | $16,150-47.6% | $13,210-36.0% | $11,403-25.8% |