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 | $40,460 | $102,317-60.5% | $146,958-72.5% | $80,856-50.0% |
| Participation rate | 32.1% | 75.8%-43.8pp | 82.2%-50.1pp | 67.6%-35.6pp |
| Annual return | 31.02% | 134.76%-103.7pp | 418.34%-387.3pp | 35.59%-4.6pp |
| Employer contribution / active EE | $1,371 | $3,713-63.1% | $4,933-72.2% | $2,755-50.2% |
| Participant deferral / active EE | $2,015 | $6,644-69.7% | $8,070-75.0% | $4,296-53.1% |
| Admin fee / account holder | $1,482 | $7,941-81.3% | $12,998-88.6% | $6,918-78.6% |