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 | $23,188 | $49,173-52.8% | $121,098-80.9% | $75,163-69.2% |
| Participation rate | 21.4% | 55.4%-34.0pp | 69.5%-48.1pp | 67.2%-45.8pp |
| Annual return | 25.54% | 55.99%-30.4pp | 985.75%-960.2pp | 160.62%-135.1pp |
| Employer contribution / active EE | $138 | $1,546-91.1% | $4,164-96.7% | $2,670-94.8% |
| Participant deferral / active EE | $1,332 | $2,628-49.3% | $4,080-67.4% | $4,125-67.7% |
| Admin fee / account holder | $532 | $3,942-86.5% | $5,644-90.6% | $5,651-90.6% |