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 | $146,333 | $105,998+38.1% | $92,233+58.7% | $147,584-0.8% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 19.39% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $560 | $4,333-87.1% | $3,679-84.8% | $4,876-88.5% |
| Participant deferral / active EE | $5,143 | $4,478+14.9% | $3,897+32.0% | $5,439-5.4% |
| Admin fee / account holder | $386 | $6,332-93.9% | $5,194-92.6% | $10,885-96.5% |