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 | $36,558 | $106,890-65.8% | $84,015-56.5% | $152,861-76.1% |
| Participation rate | 45.0% | 75.2%-30.2pp | 69.0%-24.0pp | 82.4%-37.4pp |
| Annual return | 18.10% | 104.99%-86.9pp | 71.31%-53.2pp | 345.32%-327.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $529 | $4,011-86.8% | $3,239-83.7% | $5,850-90.9% |
| Admin fee / account holder | $341 | $8,285-95.9% | $6,101-94.4% | $11,596-97.1% |