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 | $61,392 | $209,411-70.7% | $178,490-65.6% | $158,922-61.4% |
| Participation rate | 12.5% | 86.3%-73.8pp | 81.9%-69.4pp | 82.0%-69.5pp |
| Annual return | 40.63% | 188.75%-148.1pp | 151.07%-110.4pp | 302.83%-262.2pp |
| Employer contribution / active EE | $682 | $5,706-88.0% | $5,011-86.4% | $4,761-85.7% |
| Participant deferral / active EE | $2,696 | $5,954-54.7% | $5,202-48.2% | $5,982-54.9% |
| Admin fee / account holder | $775 | $17,074-95.5% | $13,984-94.5% | $11,246-93.1% |