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 | $71,494 | $159,901-55.3% | $146,958-51.4% | $145,922-51.0% |
| Participation rate | 26.1% | 84.0%-57.9pp | 82.2%-56.1pp | 80.3%-54.2pp |
| Annual return | 15.02% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $7 | $5,286-99.9% | $4,933-99.9% | $4,660-99.9% |
| Participant deferral / active EE | $3,104 | $8,428-63.2% | $8,070-61.5% | $6,688-53.6% |
| Admin fee / account holder | $12,798 | $15,044-14.9% | $12,998-1.5% | $13,397-4.5% |