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 | $201,601 | $150,187+34.2% | $120,354+67.5% | $145,922+38.2% |
| Participation rate | 53.8% | 78.8%-24.9pp | 71.9%-18.1pp | 80.3%-26.4pp |
| Annual return | 12.88% | 154.07%-141.2pp | 107.15%-94.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $911 | $4,348-79.0% | $3,463-73.7% | $4,660-80.4% |
| Participant deferral / active EE | $1,073 | $6,173-82.6% | $4,991-78.5% | $6,688-83.9% |
| Admin fee / account holder | $27,732 | $12,207+127.2% | $9,423+194.3% | $13,397+107.0% |