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 4-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.
Employer 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 | $45,013 | $159,901-71.8% | $146,958-69.4% | $145,922-69.2% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 10.44% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $360 | $5,286-93.2% | $4,933-92.7% | $4,660-92.3% |
| Participant deferral / active EE | $2,858 | $8,428-66.1% | $8,070-64.6% | $6,688-57.3% |
| Admin fee / account holder | $1,814 | $15,044-87.9% | $12,998-86.0% | $13,397-86.5% |