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 | $22,539 | $65,561-65.6% | $86,188-73.8% | $75,163-70.0% |
| Participation rate | 25.5% | 60.5%-35.0pp | 69.0%-43.4pp | 67.2%-41.7pp |
| Annual return | 138.14% | 46.05%+92.1pp | 1168.45%-1030.3pp | 160.62%-22.5pp |
| Employer contribution / active EE | $468 | $1,553-69.9% | $2,380-80.3% | $2,670-82.5% |
| Participant deferral / active EE | $574 | $3,024-81.0% | $3,985-85.6% | $4,125-86.1% |
| Admin fee / account holder | $471 | $5,474-91.4% | $6,852-93.1% | $5,651-91.7% |