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 6-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 | $80,586 | $108,919-26.0% | $100,391-19.7% | $145,922-44.8% |
| Participation rate | 62.5% | 82.9%-20.4pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 13.53% | 57.88%-44.4pp | 49.20%-35.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $117 | $4,419-97.4% | $3,942-97.0% | $4,660-97.5% |
| Participant deferral / active EE | $13,224 | $8,445+56.6% | $8,082+63.6% | $6,688+97.7% |
| Admin fee / account holder | $1,668 | $9,689-82.8% | $7,899-78.9% | $13,397-87.6% |