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 10-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 | $57,423 | $175,202-67.2% | $149,673-61.6% | $139,434-58.8% |
| Participation rate | 22.7% | 83.4%-60.7pp | 78.8%-56.0pp | 80.3%-57.6pp |
| Annual return | 19.63% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $288 | $5,474-94.7% | $4,818-94.0% | $4,751-93.9% |
| Participant deferral / active EE | $2,059 | $6,519-68.4% | $5,680-63.7% | $6,710-69.3% |
| Admin fee / account holder | $4,070 | $16,150-74.8% | $13,210-69.2% | $11,403-64.3% |