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 7-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 | $43,847 | $59,839-26.7% | $81,983-46.5% | $79,858-45.1% |
| Participation rate | 41.2% | 61.6%-20.4pp | 69.2%-28.1pp | 69.6%-28.5pp |
| Annual return | 109.04% | 17.56%+91.5pp | 41.31%+67.7pp | 31.71%+77.3pp |
| Employer contribution / active EE | $513 | $1,713-70.0% | $2,498-79.5% | $2,471-79.2% |
| Participant deferral / active EE | $599 | $2,695-77.8% | $3,722-83.9% | $3,740-84.0% |
| Admin fee / account holder | $1,138 | $4,287-73.5% | $5,664-79.9% | $5,306-78.6% |