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 | $19,875 | $40,385-50.8% | $80,569-75.3% | $74,419-73.3% |
| Participation rate | 2.5% | 47.4%-44.9pp | 67.0%-64.5pp | 70.7%-68.2pp |
| Annual return | 17.04% | 164.85%-147.8pp | 935.43%-918.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $103 | $2,674-96.1% | $4,447-97.7% | $4,528-97.7% |
| Admin fee / account holder | $3,087 | $720+328.8% | $5,377-42.6% | $348+787.5% |