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 | $42,524 | $70,756-39.9% | $65,493-35.1% | $142,382-70.1% |
| Participation rate | 47.1% | 77.4%-30.3pp | 73.1%-26.0pp | 80.1%-33.1pp |
| Annual return | 16.03% | 1754.89%-1738.9pp | 982.45%-966.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $695 | $2,881-75.9% | $2,574-73.0% | $4,299-83.8% |
| Participant deferral / active EE | $741 | $4,637-84.0% | $3,961-81.3% | $6,507-88.6% |
| Admin fee / account holder | $455 | $6,559-93.1% | $5,028-91.0% | $12,624-96.4% |