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 | $29,804 | $70,587-57.8% | $124,672-76.1% | $85,850-65.3% |
| Participation rate | 31.3% | 64.4%-33.2pp | 74.6%-43.4pp | 69.3%-38.1pp |
| Annual return | 15.85% | 20688.83%-20673.0pp | 5142.93%-5127.1pp | 318.53%-302.7pp |
| Employer contribution / active EE | $706 | $1,913-63.1% | $3,324-78.8% | $2,565-72.5% |
| Participant deferral / active EE | $1,081 | $2,969-63.6% | $4,614-76.6% | $3,952-72.6% |
| Admin fee / account holder | $4,285 | $5,282-18.9% | $7,493-42.8% | $6,260-31.5% |