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 | $38,497 | $34,308+12.2% | $74,701-48.5% | $72,985-47.3% |
| Participation rate | 7.5% | 42.4%-34.9pp | 54.5%-47.0pp | 69.5%-62.0pp |
| Annual return | 31.84% | 26.58%+5.3pp | 752.92%-721.1pp | 81.00%-49.2pp |
| Employer contribution / active EE | $217 | $692-68.6% | $1,084-80.0% | $2,440-91.1% |
| Participant deferral / active EE | $57 | $1,271-95.5% | $1,964-97.1% | $3,607-98.4% |
| Admin fee / account holder | $489 | $2,124-77.0% | $3,333-85.3% | $5,124-90.5% |