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 9-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 | $74,356 | $111,724-33.4% | $93,606-20.6% | $145,922-49.0% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 9.52% | 202.98%-193.5pp | 133.20%-123.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $548 | $3,090-82.3% | $2,420-77.3% | $4,660-88.2% |
| Participant deferral / active EE | $7,456 | $4,912+51.8% | $4,411+69.0% | $6,688+11.5% |
| Admin fee / account holder | $9,162 | $10,250-10.6% | $8,285+10.6% | $13,397-31.6% |