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 5-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.
Employer 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 | $25,376 | $88,751-71.4% | $81,812-69.0% | $145,922-82.6% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.3%-13.5pp | 80.3%-21.5pp |
| Annual return | 44.92% | 1025.40%-980.5pp | 773.79%-728.9pp | 561.29%-516.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,570 | $4,643+63.0% | $4,319+75.3% | $6,688+13.2% |
| Admin fee / account holder | $2,623 | $8,415-68.8% | $7,386-64.5% | $13,397-80.4% |