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 | $37,181 | $150,440-75.3% | $136,294-72.7% | $147,584-74.8% |
| Participation rate | 23.5% | 84.4%-60.9pp | 81.9%-58.4pp | 82.8%-59.3pp |
| Annual return | 17.06% | 1049.08%-1032.0pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,043 | $6,630-84.3% | $6,247-83.3% | $5,439-80.8% |
| Admin fee / account holder | $1,233 | $10,905-88.7% | $9,243-86.7% | $10,885-88.7% |