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 | $67,760 | $70,428-3.8% | $96,562-29.8% | $85,850-21.1% |
| Participation rate | 22.2% | 61.8%-39.6pp | 69.8%-47.6pp | 69.3%-47.1pp |
| Annual return | 215.51% | 18.59%+196.9pp | 37.78%+177.7pp | 318.53%-103.0pp |
| Employer contribution / active EE | $797 | $1,413-43.6% | $2,356-66.2% | $2,565-68.9% |
| Participant deferral / active EE | $1,218 | $2,894-57.9% | $3,849-68.4% | $3,952-69.2% |
| Admin fee / account holder | $429 | $4,997-91.4% | $6,181-93.1% | $6,260-93.2% |