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 | $112,562 | $65,561+71.7% | $86,188+30.6% | $75,163+49.8% |
| Participation rate | 20.7% | 60.5%-39.8pp | 69.0%-48.3pp | 67.2%-46.5pp |
| Annual return | 15.25% | 46.05%-30.8pp | 1168.45%-1153.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $522 | $1,553-66.4% | $2,380-78.0% | $2,670-80.4% |
| Participant deferral / active EE | $1,138 | $3,024-62.4% | $3,985-71.4% | $4,125-72.4% |
| Admin fee / account holder | $834 | $5,474-84.8% | $6,852-87.8% | $5,651-85.2% |