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 | $37,836 | $209,411-81.9% | $178,490-78.8% | $158,922-76.2% |
| Participation rate | 65.2% | 86.3%-21.1pp | 81.9%-16.7pp | 82.0%-16.7pp |
| Annual return | 18.91% | 188.75%-169.8pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,136 | $5,706-80.1% | $5,011-77.3% | $4,761-76.1% |
| Participant deferral / active EE | $4,766 | $5,954-20.0% | $5,202-8.4% | $5,982-20.3% |
| Admin fee / account holder | $2,523 | $17,074-85.2% | $13,984-82.0% | $11,246-77.6% |