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 | $53,757 | $102,317-47.5% | $146,958-63.4% | $80,856-33.5% |
| Participation rate | 30.0% | 75.8%-45.8pp | 82.2%-52.2pp | 67.6%-37.6pp |
| Annual return | 15.82% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $878 | $3,713-76.3% | $4,933-82.2% | $2,755-68.1% |
| Participant deferral / active EE | $2,017 | $6,644-69.6% | $8,070-75.0% | $4,296-53.0% |
| Admin fee / account holder | $5,105 | $7,941-35.7% | $12,998-60.7% | $6,918-26.2% |