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 | $56,062 | $71,964-22.1% | $167,512-66.5% | $85,563-34.5% |
| Participation rate | 18.5% | 61.0%-42.4pp | 77.1%-58.5pp | 66.0%-47.4pp |
| Annual return | 21.39% | 18.83%+2.6pp | 1615.79%-1594.4pp | 31.51%-10.1pp |
| Employer contribution / active EE | $0 | $1,875-100.0% | $3,882-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $993 | $4,110-75.8% | $6,405-84.5% | $4,375-77.3% |
| Admin fee / account holder | $745 | $815-8.7% | $9,769-92.4% | $834-10.7% |