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 | $71,671 | $98,750-27.4% | $149,696-52.1% | $79,858-10.3% |
| Participation rate | 31.0% | 75.8%-44.7pp | 82.5%-51.4pp | 69.6%-38.6pp |
| Annual return | 33.93% | 27.43%+6.5pp | 276.60%-242.7pp | 31.71%+2.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $677 | $5,680-88.1% | $6,842-90.1% | $3,740-81.9% |
| Admin fee / account holder | $957 | $6,053-84.2% | $9,309-89.7% | $5,306-82.0% |