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.
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 | $76,634 | $70,756+8.3% | $65,493+17.0% | $142,382-46.2% |
| Participation rate | 21.4% | 77.4%-56.0pp | 73.1%-51.7pp | 80.1%-58.7pp |
| Annual return | 20.26% | 1754.89%-1734.6pp | 982.45%-962.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $422 | $2,881-85.4% | $2,574-83.6% | $4,299-90.2% |
| Participant deferral / active EE | $789 | $4,637-83.0% | $3,961-80.1% | $6,507-87.9% |
| Admin fee / account holder | $591 | $6,559-91.0% | $5,028-88.2% | $12,624-95.3% |