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 | $186,593 | $97,757+90.9% | $83,848+122.5% | $135,375+37.8% |
| Participation rate | 38.9% | 80.0%-41.1pp | 76.1%-37.3pp | 82.6%-43.8pp |
| Annual return | -5.78% | 1287.37%-1293.1pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $654 | $4,222-84.5% | $3,631-82.0% | $4,779-86.3% |
| Participant deferral / active EE | $4,079 | $4,682-12.9% | $4,082-0.1% | $5,609-27.3% |
| Admin fee / account holder | $2,569 | $6,674-61.5% | $5,478-53.1% | $10,827-76.3% |