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 4-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 | $42,638 | $101,317-57.9% | $146,958-71.0% | $74,495-42.8% |
| Participation rate | 14.3% | 75.5%-61.2pp | 82.2%-67.9pp | 67.2%-52.9pp |
| Annual return | 22.93% | 8730.91%-8708.0pp | 418.34%-395.4pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $993 | $3,810-73.9% | $4,933-79.9% | $2,623-62.1% |
| Participant deferral / active EE | $1,713 | $7,303-76.5% | $8,070-78.8% | $4,346-60.6% |
| Admin fee / account holder | $12,416 | $1,739+614.0% | $12,998-4.5% | $1,942+539.4% |