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 | $98,117 | $180,449-45.6% | $154,107-36.3% | $135,375-27.5% |
| Participation rate | 42.1% | 87.4%-45.3pp | 83.0%-40.9pp | 82.6%-40.5pp |
| Annual return | -0.66% | 888.09%-888.8pp | 735.12%-735.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $1,185 | $6,035-80.4% | $5,298-77.6% | $4,779-75.2% |
| Participant deferral / active EE | $2,997 | $5,806-48.4% | $5,081-41.0% | $5,609-46.6% |
| Admin fee / account holder | $240,960 | $16,143+1392.7% | $13,411+1696.7% | $10,827+2125.5% |