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 10-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 | $103,805 | $171,865-39.6% | $149,718-30.7% | $147,584-29.7% |
| Participation rate | 64.3% | 88.2%-23.9pp | 87.1%-22.8pp | 82.8%-18.5pp |
| Annual return | 11.04% | 2113.22%-2102.2pp | 1501.63%-1490.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,060 | $6,275-83.1% | $5,445-80.5% | $4,876-78.3% |
| Participant deferral / active EE | $5,075 | $7,271-30.2% | $6,569-22.7% | $5,439-6.7% |
| Admin fee / account holder | $937 | $13,799-93.2% | $11,283-91.7% | $10,885-91.4% |