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 10-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 | $48,216 | $59,417-18.9% | $93,606-48.5% | $74,495-35.3% |
| Participation rate | 43.1% | 59.7%-16.5pp | 68.7%-25.6pp | 67.2%-24.1pp |
| Annual return | 11.10% | 81.83%-70.7pp | 133.20%-122.1pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $673 | $1,264-46.8% | $2,420-72.2% | $2,623-74.4% |
| Participant deferral / active EE | $1,193 | $3,050-60.9% | $4,411-73.0% | $4,346-72.5% |
| Admin fee / account holder | $1,818 | $3,021-39.8% | $8,285-78.1% | $1,942-6.4% |