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 | $72,718 | $101,317-28.2% | $146,958-50.5% | $74,495-2.4% |
| Participation rate | 39.5% | 75.5%-36.0pp | 82.2%-42.6pp | 67.2%-27.7pp |
| Annual return | 15.72% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,442 | $3,810-62.2% | $4,933-70.8% | $2,623-45.0% |
| Participant deferral / active EE | $2,910 | $7,303-60.2% | $8,070-63.9% | $4,346-33.0% |
| Admin fee / account holder | $7,159 | $1,739+311.7% | $12,998-44.9% | $1,942+268.7% |