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 | $85,596 | $185,200-53.8% | $142,863-40.1% | $167,490-48.9% |
| Participation rate | 54.5% | 78.4%-23.9pp | 71.9%-17.4pp | 82.1%-27.6pp |
| Annual return | 14.44% | 8555.70%-8541.3pp | 5637.54%-5623.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,707 | $4,494+4.7% | $3,837+22.7% | $6,341-25.8% |
| Admin fee / account holder | $1,597 | $8,031-80.1% | $6,560-75.7% | $12,309-87.0% |