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 4-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 | $32,292 | $83,902-61.5% | $167,512-80.7% | $84,808-61.9% |
| Participation rate | 57.7% | 66.5%-8.7pp | 77.1%-19.3pp | 68.3%-10.6pp |
| Annual return | 29.58% | 91.55%-62.0pp | 1615.79%-1586.2pp | 40.90%-11.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,343 | $4,442-2.2% | $6,405-32.2% | $4,212+3.1% |
| Admin fee / account holder | $916 | $7,915-88.4% | $9,769-90.6% | $7,344-87.5% |