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 | $42,455 | $72,400-41.4% | $67,502-37.1% | $145,922-70.9% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 14.86% | 7182.46%-7167.6pp | 3512.12%-3497.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $688 | $3,069-77.6% | $2,731-74.8% | $4,660-85.2% |
| Participant deferral / active EE | $694 | $4,783-85.5% | $4,000-82.6% | $6,688-89.6% |
| Admin fee / account holder | $3,178 | $5,539-42.6% | $3,998-20.5% | $13,397-76.3% |