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 | $25,626 | $48,570-47.2% | $130,648-80.4% | $72,985-64.9% |
| Participation rate | 20.5% | 58.6%-38.0pp | 71.7%-51.2pp | 69.5%-48.9pp |
| Annual return | 28.01% | 38.63%-10.6pp | 1708.96%-1680.9pp | 81.00%-53.0pp |
| Employer contribution / active EE | $453 | $1,334-66.1% | $4,092-88.9% | $2,440-81.5% |
| Participant deferral / active EE | $586 | $2,384-75.4% | $3,603-83.7% | $3,607-83.8% |
| Admin fee / account holder | $634 | $3,549-82.1% | $5,464-88.4% | $5,124-87.6% |