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 4-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 | $45,047 | $159,901-71.8% | $146,958-69.3% | $145,922-69.1% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 55.78% | 98.13%-42.4pp | 418.34%-362.6pp | 561.29%-505.5pp |
| Employer contribution / active EE | $254 | $5,286-95.2% | $4,933-94.8% | $4,660-94.5% |
| Participant deferral / active EE | $4,008 | $8,428-52.4% | $8,070-50.3% | $6,688-40.1% |
| Admin fee / account holder | $887 | $15,044-94.1% | $12,998-93.2% | $13,397-93.4% |