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 | $25,355 | $105,181-75.9% | $159,436-84.1% | $85,850-70.5% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.8%-20.8pp | 69.3%-7.2pp |
| Annual return | 18.42% | 45.07%-26.7pp | 263.57%-245.2pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,204 | $3,318-63.7% | $4,829-75.1% | $2,565-53.1% |
| Participant deferral / active EE | $1,851 | $5,945-68.9% | $7,352-74.8% | $3,952-53.2% |
| Admin fee / account holder | $397 | $6,933-94.3% | $10,799-96.3% | $6,260-93.7% |