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 | $36,548 | $65,241-44.0% | $126,539-71.1% | $85,563-57.3% |
| Participation rate | 5.0% | 48.6%-43.7pp | 69.8%-64.9pp | 66.0%-61.0pp |
| Annual return | 16.12% | 42.19%-26.1pp | 425.95%-409.8pp | 31.51%-15.4pp |
| Employer contribution / active EE | $0 | $1,937-100.0% | $3,674-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $278 | $3,032-90.8% | $4,083-93.2% | $4,375-93.7% |
| Admin fee / account holder | $2,912 | $1,031+182.4% | $6,065-52.0% | $834+249.0% |