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 4-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 | $4,850 | $27,839-82.6% | $58,482-91.7% | $71,457-93.2% |
| Participation rate | 13.2% | 34.5%-21.3pp | 50.9%-37.6pp | 67.9%-54.7pp |
| Annual return | 169.40% | 26.81%+142.6pp | 4239.32%-4069.9pp | 28.85%+140.6pp |
| Employer contribution / active EE | $2 | $631-99.6% | $1,053-99.8% | $2,588-99.9% |
| Participant deferral / active EE | $664 | $1,206-45.0% | $1,924-65.5% | $4,289-84.5% |
| Admin fee / account holder | $1,747 | $1,641+6.5% | $2,516-30.6% | $1,587+10.0% |