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 | $80,883 | $126,574-36.1% | $106,213-23.8% | $145,922-44.6% |
| Participation rate | 52.4% | 77.6%-25.3pp | 75.3%-22.9pp | 80.3%-27.9pp |
| Annual return | 12.97% | 224.79%-211.8pp | 116.14%-103.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $449 | $3,730-88.0% | $3,171-85.8% | $4,660-90.4% |
| Participant deferral / active EE | $4,493 | $5,724-21.5% | $5,016-10.4% | $6,688-32.8% |
| Admin fee / account holder | $4,313 | $17,304-75.1% | $11,033-60.9% | $13,397-67.8% |