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 | $37,035 | $102,317-63.8% | $146,958-74.8% | $80,856-54.2% |
| Participation rate | 35.1% | 75.8%-40.7pp | 82.2%-47.1pp | 67.6%-32.6pp |
| Annual return | 31.31% | 134.76%-103.5pp | 418.34%-387.0pp | 35.59%-4.3pp |
| Employer contribution / active EE | $1,036 | $3,713-72.1% | $4,933-79.0% | $2,755-62.4% |
| Participant deferral / active EE | $2,036 | $6,644-69.3% | $8,070-74.8% | $4,296-52.6% |
| Admin fee / account holder | $884 | $7,941-88.9% | $12,998-93.2% | $6,918-87.2% |