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 | $30,411 | $60,124-49.4% | $90,404-66.4% | $79,858-61.9% |
| Participation rate | 42.3% | 65.0%-22.7pp | 72.7%-30.4pp | 69.6%-27.3pp |
| Annual return | 19.44% | 71.94%-52.5pp | 1293.02%-1273.6pp | 31.71%-12.3pp |
| Employer contribution / active EE | $668 | $2,068-67.7% | $3,262-79.5% | $2,471-72.9% |
| Participant deferral / active EE | $668 | $2,938-77.2% | $3,963-83.1% | $3,740-82.1% |
| Admin fee / account holder | $3,321 | $3,976-16.5% | $5,611-40.8% | $5,306-37.4% |