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 8-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 | $6,609 | $90,348-92.7% | $75,972-91.3% | $145,922-95.5% |
| Participation rate | 35.0% | 74.5%-39.5pp | 69.1%-34.1pp | 80.3%-45.3pp |
| Annual return | 25.48% | 620.88%-595.4pp | 359.55%-334.1pp | 561.29%-535.8pp |
| Employer contribution / active EE | $495 | $3,311-85.0% | $2,685-81.6% | $4,660-89.4% |
| Participant deferral / active EE | $1,747 | $5,162-66.2% | $4,255-59.0% | $6,688-73.9% |
| Admin fee / account holder | $3,810 | $8,467-55.0% | $6,467-41.1% | $13,397-71.6% |