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 9-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 | $148,560 | $138,065+7.6% | $123,544+20.2% | $135,375+9.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.99% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $715 | $5,151-86.1% | $4,628-84.5% | $4,779-85.0% |
| Participant deferral / active EE | $14,425 | $6,799+112.2% | $6,426+124.5% | $5,609+157.2% |
| Admin fee / account holder | $3,325 | $10,916-69.5% | $9,284-64.2% | $10,827-69.3% |