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 | $20,201 | $31,741-36.4% | $56,411-64.2% | $199,593-89.9% |
| Participation rate | 2.3% | 32.3%-30.1pp | 52.5%-50.2pp | 72.0%-69.7pp |
| Annual return | 15.43% | 14.72%+0.7pp | 1701.33%-1685.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,039-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $92 | $1,184-92.2% | $1,952-95.3% | $5,087-98.2% |
| Admin fee / account holder | $1,663 | $426+290.1% | $2,829-41.2% | $269+518.5% |