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 9-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 | $45,200 | $72,400-37.6% | $67,502-33.0% | $145,922-69.0% |
| Participation rate | 27.3% | 76.9%-49.6pp | 72.9%-45.6pp | 80.3%-53.0pp |
| Annual return | 17.29% | 7182.46%-7165.2pp | 3512.12%-3494.8pp | 561.29%-544.0pp |
| Employer contribution / active EE | $26 | $3,069-99.2% | $2,731-99.1% | $4,660-99.4% |
| Participant deferral / active EE | $2,591 | $4,783-45.8% | $4,000-35.2% | $6,688-61.3% |
| Admin fee / account holder | $4,526 | $5,539-18.3% | $3,998+13.2% | $13,397-66.2% |