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 | $42,120 | $202,318-79.2% | $172,739-75.6% | $152,861-72.4% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 32.46% | 1029.65%-997.2pp | 802.84%-770.4pp | 345.32%-312.9pp |
| Employer contribution / active EE | $1,140 | $5,856-80.5% | $5,143-77.8% | $4,762-76.1% |
| Participant deferral / active EE | $6,408 | $5,948+7.7% | $5,198+23.3% | $5,850+9.5% |
| Admin fee / account holder | $1,142 | $17,109-93.3% | $13,954-91.8% | $11,596-90.2% |