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 6-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 | $137,049 | $111,754+22.6% | $103,333+32.6% | $145,922-6.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 139.70% | 24.77%+114.9pp | 24.88%+114.8pp | 561.29%-421.6pp |
| Employer contribution / active EE | $1,900 | $4,212-54.9% | $3,868-50.9% | $4,660-59.2% |
| Participant deferral / active EE | $500 | $5,619-91.1% | $5,057-90.1% | $6,688-92.5% |
| Admin fee / account holder | $21,947 | $9,750+125.1% | $8,355+162.7% | $13,397+63.8% |