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 | $28,970 | $150,440-80.7% | $136,294-78.7% | $147,584-80.4% |
| Participation rate | 47.4% | 84.4%-37.1pp | 81.9%-34.6pp | 82.8%-35.5pp |
| Annual return | 10.42% | 1049.08%-1038.7pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $387 | $5,256-92.6% | $4,695-91.8% | $4,876-92.1% |
| Participant deferral / active EE | $2,838 | $6,630-57.2% | $6,247-54.6% | $5,439-47.8% |
| Admin fee / account holder | $860 | $10,905-92.1% | $9,243-90.7% | $10,885-92.1% |