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 9-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 | $6,157 | $81,625-92.5% | $58,482-89.5% | $139,434-95.6% |
| Participation rate | 31.6% | 61.3%-29.8pp | 50.9%-19.3pp | 80.3%-48.7pp |
| Annual return | 17.05% | 7404.20%-7387.1pp | 4239.32%-4222.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2 | $1,398-99.8% | $1,053-99.8% | $4,751-100.0% |
| Participant deferral / active EE | $296 | $2,557-88.4% | $1,924-84.6% | $6,710-95.6% |
| Admin fee / account holder | $642 | $3,265-80.4% | $2,516-74.5% | $11,403-94.4% |