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 | $50,374 | $39,798+26.6% | $67,711-25.6% | $59,632-15.5% |
| Participation rate | 56.4% | 57.4%-1.0pp | 67.5%-11.2pp | 68.7%-12.3pp |
| Annual return | -1.45% | 89.94%-91.4pp | 25.41%-26.9pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,774 | $2,335-24.0% | $3,585-50.5% | $3,192-44.4% |
| Admin fee / account holder | $971 | $3,212-69.8% | $4,255-77.2% | $4,297-77.4% |