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 | $109,066 | $209,832-48.0% | $189,513-42.4% | $167,490-34.9% |
| Participation rate | 68.4% | 88.7%-20.2pp | 87.8%-19.4pp | 82.1%-13.7pp |
| Annual return | 14.59% | 748.27%-733.7pp | 555.15%-540.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $552 | $6,914-92.0% | $6,162-91.0% | $4,837-88.6% |
| Participant deferral / active EE | $4,178 | $8,935-53.2% | $8,221-49.2% | $6,341-34.1% |
| Admin fee / account holder | $5,141 | $14,293-64.0% | $12,045-57.3% | $12,309-58.2% |