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 7-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 | $48,176 | $102,604-53.0% | $86,188-44.1% | $139,434-65.4% |
| Participation rate | 26.7% | 74.5%-47.8pp | 69.0%-42.3pp | 80.3%-53.7pp |
| Annual return | 18.10% | 1922.51%-1904.4pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $285 | $3,032-90.6% | $2,380-88.0% | $4,751-94.0% |
| Participant deferral / active EE | $2,473 | $4,676-47.1% | $3,985-38.0% | $6,710-63.1% |
| Admin fee / account holder | $404 | $8,657-95.3% | $6,852-94.1% | $11,403-96.5% |