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.
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 | $26,142 | $53,822-51.4% | $75,696-65.5% | $85,850-69.5% |
| Participation rate | 28.9% | 69.1%-40.1pp | 74.8%-45.9pp | 69.3%-40.4pp |
| Annual return | 31.08% | 24.54%+6.5pp | 104.53%-73.5pp | 318.53%-287.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $448 | $2,895-84.5% | $3,821-88.3% | $3,952-88.7% |
| Admin fee / account holder | $876 | $3,343-73.8% | $3,619-75.8% | $6,260-86.0% |