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 7-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 | $14,945 | $48,795-69.4% | $65,493-77.2% | $84,808-82.4% |
| Participation rate | 50.0% | 67.0%-17.0pp | 73.1%-23.1pp | 68.3%-18.3pp |
| Annual return | 15.65% | 20.20%-4.6pp | 982.45%-966.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $781 | $1,930-59.5% | $2,574-69.6% | $2,631-70.3% |
| Participant deferral / active EE | $337 | $2,928-88.5% | $3,961-91.5% | $4,212-92.0% |
| Admin fee / account holder | $2,351 | $3,877-39.3% | $5,028-53.2% | $7,344-68.0% |