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 | $30,904 | $65,561-52.9% | $86,188-64.1% | $75,163-58.9% |
| Participation rate | 38.2% | 60.5%-22.3pp | 69.0%-30.8pp | 67.2%-29.0pp |
| Annual return | 27.29% | 46.05%-18.8pp | 1168.45%-1141.2pp | 160.62%-133.3pp |
| Employer contribution / active EE | $360 | $1,553-76.8% | $2,380-84.9% | $2,670-86.5% |
| Participant deferral / active EE | $1,050 | $3,024-65.3% | $3,985-73.6% | $4,125-74.5% |
| Admin fee / account holder | $362 | $5,474-93.4% | $6,852-94.7% | $5,651-93.6% |