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 | $68,579 | $60,323+13.7% | $81,812-16.2% | $74,495-7.9% |
| Participation rate | 6.7% | 62.9%-56.1pp | 72.3%-65.6pp | 67.2%-60.5pp |
| Annual return | 22.46% | 16.90%+5.6pp | 773.79%-751.3pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $308 | $2,620-88.2% | $2,912-89.4% | $2,623-88.3% |
| Participant deferral / active EE | $799 | $3,387-76.4% | $4,319-81.5% | $4,346-81.6% |
| Admin fee / account holder | $54,810 | $1,486+3588.9% | $7,386+642.1% | $1,942+2722.7% |