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 | $139,744 | $138,065+1.2% | $123,544+13.1% | $135,375+3.2% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -1.94% | 153.68%-155.6pp | 119.20%-121.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $769 | $5,151-85.1% | $4,628-83.4% | $4,779-83.9% |
| Participant deferral / active EE | $4,218 | $6,799-38.0% | $6,426-34.4% | $5,609-24.8% |
| Admin fee / account holder | $850 | $10,916-92.2% | $9,284-90.8% | $10,827-92.1% |