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 | $9,588 | $109,817-91.3% | $98,442-90.3% | $167,490-94.3% |
| Participation rate | 56.5% | 75.8%-19.3pp | 73.3%-16.8pp | 82.1%-25.6pp |
| Annual return | 25.43% | 1956.69%-1931.3pp | 1492.73%-1467.3pp | 478.56%-453.1pp |
| Employer contribution / active EE | $137 | $3,224-95.8% | $2,960-95.4% | $4,837-97.2% |
| Participant deferral / active EE | $1,388 | $4,673-70.3% | $4,276-67.5% | $6,341-78.1% |
| Admin fee / account holder | $934 | $6,753-86.2% | $5,949-84.3% | $12,309-92.4% |