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 | $34,242 | $102,317-66.5% | $146,958-76.7% | $80,856-57.7% |
| Participation rate | 29.9% | 75.8%-45.9pp | 82.2%-52.3pp | 67.6%-37.7pp |
| Annual return | 13.73% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,456 | $3,713-60.8% | $4,933-70.5% | $2,755-47.1% |
| Participant deferral / active EE | $2,281 | $6,644-65.7% | $8,070-71.7% | $4,296-46.9% |
| Admin fee / account holder | $2,129 | $7,941-73.2% | $12,998-83.6% | $6,918-69.2% |