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 9-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 | $71,105 | $202,318-64.9% | $172,739-58.8% | $152,861-53.5% |
| Participation rate | 22.2% | 87.1%-64.8pp | 82.6%-60.4pp | 82.4%-60.2pp |
| Annual return | 45.10% | 1029.65%-984.5pp | 802.84%-757.7pp | 345.32%-300.2pp |
| Employer contribution / active EE | $207 | $5,856-96.5% | $5,143-96.0% | $4,762-95.7% |
| Participant deferral / active EE | $2,111 | $5,948-64.5% | $5,198-59.4% | $5,850-63.9% |
| Admin fee / account holder | $1,381 | $17,109-91.9% | $13,954-90.1% | $11,596-88.1% |