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 | $100,613 | $96,305+4.5% | $80,569+24.9% | $139,434-27.8% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 14.75% | 1350.08%-1335.3pp | 935.43%-920.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $337 | $3,262-89.7% | $2,723-87.6% | $4,751-92.9% |
| Participant deferral / active EE | $6,622 | $5,232+26.6% | $4,447+48.9% | $6,710-1.3% |
| Admin fee / account holder | $451 | $6,599-93.2% | $5,377-91.6% | $11,403-96.0% |