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 | $49,235 | $138,044-64.3% | $125,339-60.7% | $134,475-63.4% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -16.04% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $583 | $5,243-88.9% | $4,814-87.9% | $4,740-87.7% |
| Participant deferral / active EE | $7,952 | $7,799+2.0% | $7,446+6.8% | $6,400+24.2% |
| Admin fee / account holder | $666 | $11,571-94.2% | $10,010-93.3% | $11,426-94.2% |