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 | $90,009 | $180,449-50.1% | $154,107-41.6% | $135,375-33.5% |
| Participation rate | 23.1% | 87.4%-64.3pp | 83.0%-60.0pp | 82.6%-59.6pp |
| Annual return | -4.81% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $294 | $6,035-95.1% | $5,298-94.5% | $4,779-93.9% |
| Participant deferral / active EE | $2,072 | $5,806-64.3% | $5,081-59.2% | $5,609-63.1% |
| Admin fee / account holder | $1,772 | $16,143-89.0% | $13,411-86.8% | $10,827-83.6% |