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 3-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 | $61,562 | $101,317-39.2% | $146,958-58.1% | $74,495-17.4% |
| Participation rate | 32.0% | 75.5%-43.5pp | 82.2%-50.1pp | 67.2%-35.2pp |
| Annual return | 13.85% | 8730.91%-8717.1pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $951 | $3,810-75.1% | $4,933-80.7% | $2,623-63.8% |
| Participant deferral / active EE | $1,795 | $7,303-75.4% | $8,070-77.8% | $4,346-58.7% |
| Admin fee / account holder | $4,077 | $1,739+134.4% | $12,998-68.6% | $1,942+109.9% |