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 | $100,416 | $102,604-2.1% | $86,188+16.5% | $139,434-28.0% |
| Participation rate | 34.8% | 74.5%-39.7pp | 69.0%-34.2pp | 80.3%-45.5pp |
| Annual return | 22.59% | 1922.51%-1899.9pp | 1168.45%-1145.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $462 | $3,032-84.8% | $2,380-80.6% | $4,751-90.3% |
| Participant deferral / active EE | $1,137 | $4,676-75.7% | $3,985-71.5% | $6,710-83.1% |
| Admin fee / account holder | $14,060 | $8,657+62.4% | $6,852+105.2% | $11,403+23.3% |