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 | $45,731 | $75,828-39.7% | $147,614-69.0% | $59,632-23.3% |
| Participation rate | 31.6% | 71.6%-40.0pp | 84.6%-53.0pp | 68.7%-37.1pp |
| Annual return | 0.21% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $565 | $3,485-83.8% | $5,564-89.9% | $2,203-74.4% |
| Participant deferral / active EE | $830 | $3,130-73.5% | $4,895-83.0% | $3,192-74.0% |
| Admin fee / account holder | $1,242 | $5,985-79.3% | $11,611-89.3% | $4,297-71.1% |