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 8-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 | $44,600 | $61,774-27.8% | $97,226-54.1% | $80,856-44.8% |
| Participation rate | 24.0% | 63.5%-39.5pp | 72.7%-48.7pp | 67.6%-43.6pp |
| Annual return | 14.32% | -557.90%+572.2pp | 75.13%-60.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $465 | $1,837-74.7% | $2,729-83.0% | $2,755-83.1% |
| Participant deferral / active EE | $628 | $3,029-79.3% | $4,264-85.3% | $4,296-85.4% |
| Admin fee / account holder | $603 | $5,166-88.3% | $5,654-89.3% | $6,918-91.3% |