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 4-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 | $28,784 | $48,230-40.3% | $67,502-57.4% | $80,856-64.4% |
| Participation rate | 12.9% | 66.4%-53.5pp | 72.9%-60.0pp | 67.6%-54.7pp |
| Annual return | 60.77% | 18.28%+42.5pp | 3512.12%-3451.4pp | 35.59%+25.2pp |
| Employer contribution / active EE | $127 | $2,020-93.7% | $2,731-95.3% | $2,755-95.4% |
| Participant deferral / active EE | $1,380 | $2,924-52.8% | $4,000-65.5% | $4,296-67.9% |
| Admin fee / account holder | $755 | $3,681-79.5% | $3,998-81.1% | $6,918-89.1% |