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 5-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 | $16,057 | $31,310-48.7% | $53,898-70.2% | $74,304-78.4% |
| Participation rate | 11.0% | 30.7%-19.7pp | 55.0%-44.0pp | 60.3%-49.4pp |
| Annual return | 19.77% | 23.16%-3.4pp | 528.60%-508.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $102 | $450-77.3% | $932-89.0% | $2,241-95.4% |
| Participant deferral / active EE | $176 | $934-81.1% | $1,826-90.4% | $3,767-95.3% |
| Admin fee / account holder | $773 | $2,175-64.5% | $2,491-69.0% | $2,969-74.0% |