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 6-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 | $23,912 | $88,751-73.1% | $81,812-70.8% | $145,922-83.6% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.3%-8.7pp | 80.3%-16.6pp |
| Annual return | 11.12% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,401 | $3,083-54.6% | $2,912-51.9% | $4,660-69.9% |
| Participant deferral / active EE | $512 | $4,643-89.0% | $4,319-88.1% | $6,688-92.3% |
| Admin fee / account holder | $10,204 | $8,415+21.3% | $7,386+38.2% | $13,397-23.8% |