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 | $66,541 | $81,625-18.5% | $58,482+13.8% | $139,434-52.3% |
| Participation rate | 41.2% | 61.3%-20.2pp | 50.9%-9.7pp | 80.3%-39.1pp |
| Annual return | 17.04% | 7404.20%-7387.2pp | 4239.32%-4222.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,716 | $2,557-32.9% | $1,924-10.8% | $6,710-74.4% |
| Admin fee / account holder | $324 | $3,265-90.1% | $2,516-87.1% | $11,403-97.2% |