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 | $38,592 | $135,635-71.5% | $110,238-65.0% | $135,375-71.5% |
| Participation rate | 61.1% | 83.5%-22.3pp | 79.8%-18.7pp | 82.6%-21.5pp |
| Annual return | -2.11% | 513.19%-515.3pp | 314.74%-316.9pp | 519.73%-521.8pp |
| Employer contribution / active EE | $955 | $4,906-80.5% | $3,826-75.1% | $4,779-80.0% |
| Participant deferral / active EE | $1,570 | $5,506-71.5% | $4,672-66.4% | $5,609-72.0% |
| Admin fee / account holder | $4,907 | $11,457-57.2% | $8,547-42.6% | $10,827-54.7% |