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 | $88,291 | $88,751-0.5% | $81,812+7.9% | $145,922-39.5% |
| Participation rate | 60.9% | 75.0%-14.2pp | 72.3%-11.5pp | 80.3%-19.4pp |
| Annual return | 13.93% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $499 | $3,083-83.8% | $2,912-82.9% | $4,660-89.3% |
| Participant deferral / active EE | $523 | $4,643-88.7% | $4,319-87.9% | $6,688-92.2% |
| Admin fee / account holder | $2,626 | $8,415-68.8% | $7,386-64.5% | $13,397-80.4% |