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 3-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 | $55,955 | $65,908-15.1% | $81,812-31.6% | $77,643-27.9% |
| Participation rate | 16.7% | 65.8%-49.1pp | 72.3%-55.6pp | 70.6%-53.9pp |
| Annual return | 41.20% | 26.64%+14.6pp | 773.79%-732.6pp | 31.24%+10.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,037 | $3,505-41.9% | $4,319-52.8% | $4,647-56.2% |
| Admin fee / account holder | $2,515 | $526+377.8% | $7,386-66.0% | $430+484.3% |