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 8-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 | $57,627 | $102,317-43.7% | $146,958-60.8% | $80,856-28.7% |
| Participation rate | 35.8% | 75.8%-40.0pp | 82.2%-46.3pp | 67.6%-31.8pp |
| Annual return | 19.20% | 134.76%-115.6pp | 418.34%-399.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,096 | $3,713-70.5% | $4,933-77.8% | $2,755-60.2% |
| Participant deferral / active EE | $2,444 | $6,644-63.2% | $8,070-69.7% | $4,296-43.1% |
| Admin fee / account holder | $953 | $7,941-88.0% | $12,998-92.7% | $6,918-86.2% |