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 | $44,783 | $29,660+51.0% | $56,411-20.6% | $80,856-44.6% |
| Participation rate | 6.7% | 41.6%-35.0pp | 52.5%-45.8pp | 67.6%-61.0pp |
| Annual return | 14.58% | 35.23%-20.6pp | 1701.33%-1686.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $105 | $669-84.3% | $1,039-89.9% | $2,755-96.2% |
| Participant deferral / active EE | $190 | $1,226-84.5% | $1,952-90.3% | $4,296-95.6% |
| Admin fee / account holder | $1,015 | $2,428-58.2% | $2,829-64.1% | $6,918-85.3% |