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 3-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 | $40,181 | $88,751-54.7% | $81,812-50.9% | $145,922-72.5% |
| Participation rate | 10.5% | 75.0%-64.5pp | 72.3%-61.8pp | 80.3%-69.8pp |
| Annual return | 11.61% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $181 | $3,083-94.1% | $2,912-93.8% | $4,660-96.1% |
| Participant deferral / active EE | $1,604 | $4,643-65.4% | $4,319-62.8% | $6,688-76.0% |
| Admin fee / account holder | $2,108 | $8,415-75.0% | $7,386-71.5% | $13,397-84.3% |