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 7-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 | $47,065 | $60,323-22.0% | $81,812-42.5% | $74,495-36.8% |
| Participation rate | 23.1% | 62.9%-39.8pp | 72.3%-49.3pp | 67.2%-44.1pp |
| Annual return | 15.75% | 16.90%-1.1pp | 773.79%-758.0pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $670 | $3,387-80.2% | $4,319-84.5% | $4,346-84.6% |
| Admin fee / account holder | $7,148 | $1,486+381.1% | $7,386-3.2% | $1,942+268.1% |