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.
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 | $15,159 | $111,724-86.4% | $93,606-83.8% | $145,922-89.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 32.50% | 202.98%-170.5pp | 133.20%-100.7pp | 561.29%-528.8pp |
| Employer contribution / active EE | $632 | $3,090-79.5% | $2,420-73.9% | $4,660-86.4% |
| Participant deferral / active EE | $1,177 | $4,912-76.0% | $4,411-73.3% | $6,688-82.4% |
| Admin fee / account holder | $1,560 | $10,250-84.8% | $8,285-81.2% | $13,397-88.4% |