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 3-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 | $62,652 | $29,660+111.2% | $56,411+11.1% | $80,856-22.5% |
| Participation rate | 37.0% | 41.6%-4.7pp | 52.5%-15.5pp | 67.6%-30.7pp |
| Annual return | 102.08% | 35.23%+66.9pp | 1701.33%-1599.2pp | 35.59%+66.5pp |
| Employer contribution / active EE | $19 | $669-97.1% | $1,039-98.1% | $2,755-99.3% |
| Participant deferral / active EE | $1,795 | $1,226+46.4% | $1,952-8.0% | $4,296-58.2% |
| Admin fee / account holder | $332 | $2,428-86.3% | $2,829-88.2% | $6,918-95.2% |