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 | $23,274 | $107,934-78.4% | $91,989-74.7% | $152,861-84.8% |
| Participation rate | 45.8% | 81.2%-35.3pp | 78.6%-32.8pp | 82.4%-36.6pp |
| Annual return | 72.33% | 89.24%-16.9pp | 69.02%+3.3pp | 345.32%-273.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,289 | $6,364+14.5% | $5,923+23.1% | $5,850+24.6% |
| Admin fee / account holder | $2,476 | $10,520-76.5% | $7,743-68.0% | $11,596-78.7% |