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 | $28,383 | $83,902-66.2% | $167,512-83.1% | $84,808-66.5% |
| Participation rate | 17.9% | 66.5%-48.5pp | 77.1%-59.1pp | 68.3%-50.4pp |
| Annual return | 17.29% | 91.55%-74.3pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $707 | $2,264-68.8% | $3,882-81.8% | $2,631-73.1% |
| Participant deferral / active EE | $766 | $4,442-82.8% | $6,405-88.0% | $4,212-81.8% |
| Admin fee / account holder | $3,127 | $7,915-60.5% | $9,769-68.0% | $7,344-57.4% |