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 10-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 | $52,550 | $150,440-65.1% | $136,294-61.4% | $147,584-64.4% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 18.68% | 1049.08%-1030.4pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $479 | $5,256-90.9% | $4,695-89.8% | $4,876-90.2% |
| Participant deferral / active EE | $2,900 | $6,630-56.3% | $6,247-53.6% | $5,439-46.7% |
| Admin fee / account holder | $2,142 | $10,905-80.4% | $9,243-76.8% | $10,885-80.3% |