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 | $83,418 | $126,574-34.1% | $106,213-21.5% | $145,922-42.8% |
| Participation rate | 69.6% | 77.6%-8.1pp | 75.3%-5.7pp | 80.3%-10.7pp |
| Annual return | 11.23% | 224.79%-213.6pp | 116.14%-104.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,364 | $5,724-58.7% | $5,016-52.9% | $6,688-64.6% |
| Admin fee / account holder | $1,325 | $17,304-92.3% | $11,033-88.0% | $13,397-90.1% |