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 5-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 | $87,561 | $31,310+179.7% | $53,898+62.5% | $74,304+17.8% |
| Participation rate | 0.9% | 30.7%-29.8pp | 55.0%-54.1pp | 60.3%-59.5pp |
| Annual return | 23.49% | 23.16%+0.3pp | 528.60%-505.1pp | 29.43%-5.9pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $116 | $934-87.6% | $1,826-93.7% | $3,767-96.9% |
| Admin fee / account holder | $324 | $2,175-85.1% | $2,491-87.0% | $2,969-89.1% |