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.
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 | $100,394 | $190,805-47.4% | $159,960-37.2% | $134,475-25.3% |
| Participation rate | 28.6% | 81.9%-53.4pp | 78.0%-49.4pp | 81.2%-52.7pp |
| Annual return | -7.04% | 552.23%-559.3pp | 408.60%-415.6pp | 417.96%-425.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,560 | $6,923-19.7% | $6,182-10.1% | $6,400-13.1% |
| Admin fee / account holder | $5,882 | $10,471-43.8% | $8,698-32.4% | $11,426-48.5% |