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 7-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 | $50,649 | $83,902-39.6% | $167,512-69.8% | $84,808-40.3% |
| Participation rate | 29.5% | 66.5%-37.0pp | 77.1%-47.6pp | 68.3%-38.8pp |
| Annual return | 13.94% | 91.55%-77.6pp | 1615.79%-1601.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,693 | $4,442-39.4% | $6,405-58.0% | $4,212-36.1% |
| Admin fee / account holder | $5,208 | $7,915-34.2% | $9,769-46.7% | $7,344-29.1% |