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 5-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 | $62,433 | $81,625-23.5% | $167,512-62.7% | $74,304-16.0% |
| Participation rate | 9.7% | 60.0%-50.3pp | 77.1%-67.3pp | 60.3%-50.6pp |
| Annual return | 34.53% | 26.09%+8.4pp | 1615.79%-1581.3pp | 29.43%+5.1pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $871 | $4,115-78.8% | $6,405-86.4% | $3,767-76.9% |
| Admin fee / account holder | $2,341 | $3,474-32.6% | $9,769-76.0% | $2,969-21.2% |