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 | $19,169 | $45,152-57.5% | $73,843-74.0% | $59,632-67.9% |
| Participation rate | 10.0% | 64.0%-54.0pp | 73.4%-63.4pp | 68.7%-58.7pp |
| Annual return | 44.06% | 27.40%+16.7pp | 2267.84%-2223.8pp | 2041.28%-1997.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $160 | $2,574-93.8% | $3,583-95.5% | $3,192-95.0% |
| Admin fee / account holder | $2,775 | $3,516-21.1% | $4,880-43.1% | $4,297-35.4% |