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 | $183,913 | $105,998+73.5% | $92,233+99.4% | $147,584+24.6% |
| Participation rate | 20.0% | 80.4%-60.4pp | 76.5%-56.5pp | 82.8%-62.8pp |
| Annual return | 16.06% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $676 | $4,333-84.4% | $3,679-81.6% | $4,876-86.1% |
| Participant deferral / active EE | $3,600 | $4,478-19.6% | $3,897-7.6% | $5,439-33.8% |
| Admin fee / account holder | $410 | $6,332-93.5% | $5,194-92.1% | $10,885-96.2% |