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 3-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 | $17,096 | $102,604-83.3% | $86,188-80.2% | $139,434-87.7% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.0%-41.7pp | 80.3%-53.0pp |
| Annual return | 31.60% | 1922.51%-1890.9pp | 1168.45%-1136.8pp | 372.94%-341.3pp |
| Employer contribution / active EE | $429 | $3,032-85.8% | $2,380-82.0% | $4,751-91.0% |
| Participant deferral / active EE | $2,034 | $4,676-56.5% | $3,985-49.0% | $6,710-69.7% |
| Admin fee / account holder | $1,495 | $8,657-82.7% | $6,852-78.2% | $11,403-86.9% |