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 | $18,028 | $76,000-76.3% | $154,107-88.3% | $64,186-71.9% |
| Participation rate | 23.5% | 70.4%-46.9pp | 83.0%-59.5pp | 69.6%-46.0pp |
| Annual return | 1.37% | 30.32%-29.0pp | 735.12%-733.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $235 | $3,175-92.6% | $5,081-95.4% | $3,470-93.2% |
| Admin fee / account holder | $5,759 | $5,596+2.9% | $13,411-57.1% | $4,888+17.8% |