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.
Participant 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 | $114,373 | $135,635-15.7% | $110,238+3.8% | $135,375-15.5% |
| Participation rate | 22.7% | 83.5%-60.7pp | 79.8%-57.1pp | 82.6%-59.9pp |
| Annual return | -3.46% | 513.19%-516.6pp | 314.74%-318.2pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,144 | $4,906-76.7% | $3,826-70.1% | $4,779-76.1% |
| Participant deferral / active EE | $1,553 | $5,506-71.8% | $4,672-66.8% | $5,609-72.3% |
| Admin fee / account holder | $559 | $11,457-95.1% | $8,547-93.5% | $10,827-94.8% |