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 6-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 | $19,912 | $96,635-79.4% | $86,612-77.0% | $139,434-85.7% |
| Participation rate | 8.7% | 74.4%-65.7pp | 71.7%-63.0pp | 80.3%-71.6pp |
| Annual return | 14.89% | 106.41%-91.5pp | 591.07%-576.2pp | 372.94%-358.1pp |
| Employer contribution / active EE | $448 | $3,263-86.3% | $3,022-85.2% | $4,751-90.6% |
| Participant deferral / active EE | $795 | $4,836-83.6% | $4,438-82.1% | $6,710-88.2% |
| Admin fee / account holder | $8,761 | $6,408+36.7% | $5,614+56.1% | $11,403-23.2% |