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 | $51,704 | $210,648-75.5% | $177,989-71.0% | $145,922-64.6% |
| Participation rate | 56.5% | 80.8%-24.2pp | 77.1%-20.6pp | 80.3%-23.8pp |
| Annual return | 11.01% | 385.86%-374.8pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $217 | $4,565-95.2% | $3,949-94.5% | $4,660-95.3% |
| Participant deferral / active EE | $2,350 | $6,958-66.2% | $6,276-62.6% | $6,688-64.9% |
| Admin fee / account holder | $1,285 | $12,013-89.3% | $10,363-87.6% | $13,397-90.4% |