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 | $15,029 | $55,415-72.9% | $155,509-90.3% | $74,495-79.8% |
| Participation rate | 29.3% | 61.9%-32.6pp | 78.2%-48.9pp | 67.2%-37.9pp |
| Annual return | 11.91% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $428 | $2,267-81.1% | $4,672-90.8% | $2,623-83.7% |
| Participant deferral / active EE | $750 | $2,836-73.6% | $5,626-86.7% | $4,346-82.7% |
| Admin fee / account holder | $1,649 | $1,738-5.1% | $15,912-89.6% | $1,942-15.1% |