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 | $16,019 | $29,660-46.0% | $56,411-71.6% | $80,856-80.2% |
| Participation rate | 20.7% | 41.6%-21.0pp | 52.5%-31.8pp | 67.6%-46.9pp |
| Annual return | 47.03% | 35.23%+11.8pp | 1701.33%-1654.3pp | 35.59%+11.4pp |
| Employer contribution / active EE | $33 | $669-95.1% | $1,039-96.8% | $2,755-98.8% |
| Participant deferral / active EE | $1,232 | $1,226+0.5% | $1,952-36.9% | $4,296-71.3% |
| Admin fee / account holder | $1,366 | $2,428-43.7% | $2,829-51.7% | $6,918-80.3% |