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 | $58,301 | $104,486-44.2% | $76,817-24.1% | $152,861-61.9% |
| Participation rate | 40.0% | 76.6%-36.6pp | 72.1%-32.1pp | 82.4%-42.4pp |
| Annual return | 30.03% | 1013.37%-983.3pp | 1166.11%-1136.1pp | 345.32%-315.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,173 | $4,236-48.7% | $3,336-34.8% | $5,850-62.9% |
| Admin fee / account holder | $2,194 | $12,275-82.1% | $6,420-65.8% | $11,596-81.1% |