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 8-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 | $25,799 | $138,044-81.3% | $125,339-79.4% | $134,475-80.8% |
| Participation rate | 54.2% | 84.5%-30.3pp | 82.4%-28.2pp | 81.2%-27.1pp |
| Annual return | 1038.19% | 750.33%+287.9pp | 572.05%+466.1pp | 417.96%+620.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,887 | $7,799-50.2% | $7,446-47.8% | $6,400-39.3% |
| Admin fee / account holder | $1,638 | $11,571-85.8% | $10,010-83.6% | $11,426-85.7% |