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 | $35,852 | $29,660+20.9% | $56,411-36.4% | $80,856-55.7% |
| Participation rate | 15.1% | 41.6%-26.6pp | 52.5%-37.4pp | 67.6%-52.6pp |
| Annual return | 11.56% | 35.23%-23.7pp | 1701.33%-1689.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $6 | $669-99.1% | $1,039-99.4% | $2,755-99.8% |
| Participant deferral / active EE | $274 | $1,226-77.6% | $1,952-86.0% | $4,296-93.6% |
| Admin fee / account holder | $6,806 | $2,428+180.4% | $2,829+140.6% | $6,918-1.6% |