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 | $54,992 | $85,202-35.5% | $172,739-68.2% | $72,985-24.7% |
| Participation rate | 20.7% | 70.1%-49.4pp | 82.6%-62.0pp | 69.5%-48.8pp |
| Annual return | 19.00% | 27.32%-8.3pp | 802.84%-783.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $384 | $3,260-88.2% | $5,198-92.6% | $3,607-89.4% |
| Admin fee / account holder | $8,536 | $5,884+45.1% | $13,954-38.8% | $5,124+66.6% |