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 | $107,189 | $114,381-6.3% | $107,525-0.3% | $142,382-24.7% |
| Participation rate | 68.8% | 78.1%-9.4pp | 75.1%-6.3pp | 80.1%-11.4pp |
| Annual return | 15.98% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $540 | $4,015-86.5% | $3,754-85.6% | $4,299-87.4% |
| Participant deferral / active EE | $2,375 | $5,564-57.3% | $5,116-53.6% | $6,507-63.5% |
| Admin fee / account holder | $6,340 | $9,860-35.7% | $8,919-28.9% | $12,624-49.8% |