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 | $69,547 | $102,604-32.2% | $86,188-19.3% | $139,434-50.1% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 10.51% | 1922.51%-1912.0pp | 1168.45%-1157.9pp | 372.94%-362.4pp |
| Employer contribution / active EE | $102 | $3,032-96.6% | $2,380-95.7% | $4,751-97.8% |
| Participant deferral / active EE | $4,183 | $4,676-10.5% | $3,985+5.0% | $6,710-37.7% |
| Admin fee / account holder | $2,268 | $8,657-73.8% | $6,852-66.9% | $11,403-80.1% |