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 | $42,858 | $52,406-18.2% | $129,207-66.8% | $74,495-42.5% |
| Participation rate | 18.5% | 53.8%-35.3pp | 69.6%-51.1pp | 67.2%-48.7pp |
| Annual return | 13.31% | 15.66%-2.3pp | 9417.33%-9404.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $524 | $1,531-65.7% | $4,153-87.4% | $2,623-80.0% |
| Participant deferral / active EE | $771 | $2,794-72.4% | $4,168-81.5% | $4,346-82.3% |
| Admin fee / account holder | $3,871 | $2,633+47.0% | $7,715-49.8% | $1,942+99.4% |