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 | $39,126 | $79,013-50.5% | $100,391-61.0% | $74,495-47.5% |
| Participation rate | 41.2% | 79.5%-38.3pp | 81.5%-40.3pp | 67.2%-26.0pp |
| Annual return | 14.81% | 20.41%-5.6pp | 49.20%-34.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,360 | $3,021-55.0% | $3,942-65.5% | $2,623-48.1% |
| Participant deferral / active EE | $2,377 | $7,760-69.4% | $8,082-70.6% | $4,346-45.3% |
| Admin fee / account holder | $4,963 | $1,320+276.0% | $7,899-37.2% | $1,942+155.6% |