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 | $33,966 | $102,317-66.8% | $146,958-76.9% | $80,856-58.0% |
| Participation rate | 45.1% | 75.8%-30.7pp | 82.2%-37.0pp | 67.6%-22.5pp |
| Annual return | 14.85% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,048 | $3,713-71.8% | $4,933-78.7% | $2,755-61.9% |
| Participant deferral / active EE | $1,749 | $6,644-73.7% | $8,070-78.3% | $4,296-59.3% |
| Admin fee / account holder | $1,060 | $7,941-86.7% | $12,998-91.8% | $6,918-84.7% |