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 | $35,026 | $96,305-63.6% | $80,569-56.5% | $139,434-74.9% |
| Participation rate | 14.3% | 73.6%-59.3pp | 67.0%-52.7pp | 80.3%-66.0pp |
| Annual return | 46.03% | 1350.08%-1304.1pp | 935.43%-889.4pp | 372.94%-326.9pp |
| Employer contribution / active EE | $150 | $3,262-95.4% | $2,723-94.5% | $4,751-96.8% |
| Participant deferral / active EE | $2,664 | $5,232-49.1% | $4,447-40.1% | $6,710-60.3% |
| Admin fee / account holder | $1,901 | $6,599-71.2% | $5,377-64.6% | $11,403-83.3% |