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 | $76,222 | $159,901-52.3% | $146,958-48.1% | $145,922-47.8% |
| Participation rate | 22.7% | 84.0%-61.3pp | 82.2%-59.4pp | 80.3%-57.5pp |
| Annual return | 13.22% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $352 | $5,286-93.3% | $4,933-92.9% | $4,660-92.4% |
| Participant deferral / active EE | $3,078 | $8,428-63.5% | $8,070-61.9% | $6,688-54.0% |
| Admin fee / account holder | $369 | $15,044-97.5% | $12,998-97.2% | $13,397-97.2% |