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 5-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 | $65,656 | $150,187-56.3% | $120,354-45.4% | $145,922-55.0% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 90.68% | 154.07%-63.4pp | 107.15%-16.5pp | 561.29%-470.6pp |
| Employer contribution / active EE | $767 | $4,348-82.4% | $3,463-77.8% | $4,660-83.5% |
| Participant deferral / active EE | $4,885 | $6,173-20.9% | $4,991-2.1% | $6,688-27.0% |
| Admin fee / account holder | $597 | $12,207-95.1% | $9,423-93.7% | $13,397-95.5% |