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 | $136,029 | $150,440-9.6% | $136,294-0.2% | $147,584-7.8% |
| Participation rate | 31.3% | 84.4%-53.2pp | 81.9%-50.7pp | 82.8%-51.6pp |
| Annual return | 14.34% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $785 | $5,256-85.1% | $4,695-83.3% | $4,876-83.9% |
| Participant deferral / active EE | $3,523 | $6,630-46.9% | $6,247-43.6% | $5,439-35.2% |
| Admin fee / account holder | $827 | $10,905-92.4% | $9,243-91.1% | $10,885-92.4% |