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 9-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 | $54,876 | $98,750-44.4% | $149,696-63.3% | $79,858-31.3% |
| Participation rate | 34.4% | 75.8%-41.4pp | 82.5%-48.1pp | 69.6%-35.3pp |
| Annual return | 22.36% | 27.43%-5.1pp | 276.60%-254.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $867 | $3,216-73.0% | $4,644-81.3% | $2,471-64.9% |
| Participant deferral / active EE | $1,851 | $5,680-67.4% | $6,842-72.9% | $3,740-50.5% |
| Admin fee / account holder | $3,641 | $6,053-39.8% | $9,309-60.9% | $5,306-31.4% |