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 | $36,548 | $60,124-39.2% | $90,404-59.6% | $79,858-54.2% |
| Participation rate | 54.5% | 65.0%-10.4pp | 72.7%-18.1pp | 69.6%-15.1pp |
| Annual return | 16.05% | 71.94%-55.9pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $447 | $2,068-78.4% | $3,262-86.3% | $2,471-81.9% |
| Participant deferral / active EE | $558 | $2,938-81.0% | $3,963-85.9% | $3,740-85.1% |
| Admin fee / account holder | $3,753 | $3,976-5.6% | $5,611-33.1% | $5,306-29.3% |