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 | $31,772 | $59,417-46.5% | $93,606-66.1% | $74,495-57.4% |
| Participation rate | 29.3% | 59.7%-30.3pp | 68.7%-39.4pp | 67.2%-37.9pp |
| Annual return | 22.29% | 81.83%-59.5pp | 133.20%-110.9pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $554 | $1,264-56.2% | $2,420-77.1% | $2,623-78.9% |
| Participant deferral / active EE | $846 | $3,050-72.3% | $4,411-80.8% | $4,346-80.5% |
| Admin fee / account holder | $1,715 | $3,021-43.2% | $8,285-79.3% | $1,942-11.7% |