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 | $10,055 | $48,795-79.4% | $65,493-84.6% | $84,808-88.1% |
| Participation rate | 64.4% | 67.0%-2.6pp | 73.1%-8.7pp | 68.3%-3.9pp |
| Annual return | 53.54% | 20.20%+33.3pp | 982.45%-928.9pp | 40.90%+12.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,814 | $2,928-3.9% | $3,961-29.0% | $4,212-33.2% |
| Admin fee / account holder | $1,420 | $3,877-63.4% | $5,028-71.8% | $7,344-80.7% |